Cetera Investment Advisers’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.02M | Buy |
51,606
+3,507
| +7% | +$273K | 0.01% | 1329 |
|
|
2025
Q1 | $3.92M | Sell |
48,099
-2,230
| -4% | -$182K | 0.01% | 1272 |
|
|
2024
Q4 | $4.53M | Buy |
50,329
+5,302
| +12% | +$477K | 0.01% | 1089 |
|
|
2024
Q3 | $2.8M | Buy |
45,027
+646
| +1% | +$40.1K | 0.01% | 1371 |
|
|
2024
Q2 | $2.37M | Sell |
44,381
-1,328
| -3% | -$71K | 0.01% | 1442 |
|
|
2024
Q1 | $2.72M | Buy |
45,709
+37,484
| +456% | +$2.23M | 0.01% | 1344 |
|
|
2023
Q4 | $489K | Buy |
8,225
+710
| +9% | +$42.2K | ﹤0.01% | 1504 |
|
|
2023
Q3 | $316K | Sell |
7,515
-533
| -7% | -$22.4K | ﹤0.01% | 1691 |
|
|
2023
Q2 | $411K | Sell |
8,048
-906
| -10% | -$46.3K | ﹤0.01% | 1560 |
|
|
2023
Q1 | $522K | Buy |
8,954
+63
| +0.7% | +$3.67K | ﹤0.01% | 1401 |
|
|
2022
Q4 | $493K | Buy |
8,891
+676
| +8% | +$37.5K | ﹤0.01% | 1382 |
|
|
2022
Q3 | $439K | Sell |
8,215
-2,116
| -20% | -$113K | 0.01% | 1038 |
|
|
2022
Q2 | $593K | Sell |
10,331
-304
| -3% | -$17.5K | 0.01% | 1003 |
|
|
2022
Q1 | $1.14M | Sell |
10,635
-10,917
| -51% | -$1.17M | 0.02% | 774 |
|
|
2021
Q4 | $3.28M | Buy |
21,552
+1,402
| +7% | +$214K | 0.05% | 398 |
|
|
2021
Q3 | $5.19M | Sell |
20,150
-195
| -1% | -$50.2K | 0.08% | 263 |
|
|
2021
Q2 | $5.69M | Buy |
20,345
+6,306
| +45% | +$1.76M | 0.09% | 246 |
|
|
2021
Q1 | $2.84M | Buy |
14,039
+2,710
| +24% | +$549K | 0.06% | 334 |
|
|
2020
Q4 | $2.52M | Buy |
11,329
+9,133
| +416% | +$2.03M | 0.05% | 374 |
|
|
2020
Q3 | $473K | Sell |
2,196
-63
| -3% | -$13.6K | 0.04% | 393 |
|
|
2020
Q2 | $389K | Sell |
2,259
-465
| -17% | -$80.1K | 0.04% | 410 |
|
|
2020
Q1 | $252K | Buy |
+2,724
| New | +$252K | 0.03% | 439 |
|