CAPTRUST Financial Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Buy |
18,547
+1,562
| +9% | +$122K | ﹤0.01% | 1138 |
|
|
2025
Q1 | $1.38M | Sell |
16,985
-25,004
| -60% | -$2.04M | ﹤0.01% | 1104 |
|
|
2024
Q4 | $3.78M | Buy |
41,989
+3,402
| +9% | +$306K | 0.01% | 620 |
|
|
2024
Q3 | $2.4M | Buy |
38,587
+18,518
| +92% | +$1.15M | 0.01% | 791 |
|
|
2024
Q2 | $1.07M | Buy |
20,069
+14,655
| +271% | +$784K | ﹤0.01% | 1097 |
|
|
2024
Q1 | $322K | Sell |
5,414
-17,623
| -76% | -$1.05M | ﹤0.01% | 1736 |
|
|
2023
Q4 | $1.37M | Buy |
23,037
+13,145
| +133% | +$781K | ﹤0.01% | 1089 |
|
|
2023
Q3 | $415K | Buy |
9,892
+2,647
| +37% | +$111K | ﹤0.01% | 1770 |
|
|
2023
Q2 | $370K | Buy |
7,245
+70
| +1% | +$3.58K | ﹤0.01% | 1821 |
|
|
2023
Q1 | $418K | Buy |
7,175
+2,193
| +44% | +$128K | ﹤0.01% | 1502 |
|
|
2022
Q4 | $276K | Sell |
4,982
-5,318
| -52% | -$295K | ﹤0.01% | 1729 |
|
|
2022
Q3 | $551K | Sell |
10,300
-1,965
| -16% | -$105K | ﹤0.01% | 1200 |
|
|
2022
Q2 | $704K | Buy |
12,265
+2,113
| +21% | +$121K | ﹤0.01% | 998 |
|
|
2022
Q1 | $1.09M | Buy |
10,152
+1,065
| +12% | +$114K | 0.01% | 814 |
|
|
2021
Q4 | $1.38M | Buy |
9,087
+1,061
| +13% | +$162K | 0.01% | 682 |
|
|
2021
Q3 | $2.07M | Buy |
8,026
+751
| +10% | +$193K | 0.02% | 518 |
|
|
2021
Q2 | $2.03M | Sell |
7,275
-1,944
| -21% | -$544K | 0.02% | 498 |
|
|
2021
Q1 | $1.87M | Buy |
9,219
+2,775
| +43% | +$562K | 0.02% | 486 |
|
|
2020
Q4 | $1.43M | Buy |
6,444
+2,309
| +56% | +$513K | 0.02% | 483 |
|
|
2020
Q3 | $919K | Sell |
4,135
-609
| -13% | -$135K | 0.02% | 535 |
|
|
2020
Q2 | $849K | Buy |
4,744
+1,670
| +54% | +$299K | 0.01% | 552 |
|
|
2020
Q1 | $283K | Buy |
+3,074
| New | +$283K | 0.01% | 744 |
|
|
2019
Q4 | – | Sell |
-71
| Closed | -$4K | – | 1206 |
|
|
2019
Q3 | $4K | Hold |
71
| – | – | ﹤0.01% | 1682 |
|
|
2019
Q2 | $4K | Buy |
71
+18
| +34% | +$1.01K | ﹤0.01% | 1688 |
|
|
2019
Q1 | $3K | Sell |
53
-17
| -24% | -$962 | ﹤0.01% | 1619 |
|
|
2018
Q4 | $3K | Buy |
+70
| New | +$3K | ﹤0.01% | 1423 |
|