Chicago Partners Investment Group’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337K | Buy |
4,135
+1,154
| +39% | +$93.9K | 0.01% | 782 |
|
|
2025
Q1 | $245K | Buy |
+2,981
| New | +$245K | 0.01% | 775 |
|
|
2021
Q4 | – | Sell |
-1,452
| Closed | -$370K | – | 578 |
|
|
2021
Q3 | $370K | Sell |
1,452
-99
| -6% | -$25.2K | 0.03% | 395 |
|
|
2021
Q2 | $474K | Sell |
1,551
-699
| -31% | -$214K | 0.04% | 332 |
|
|
2021
Q1 | $527K | Buy |
2,250
+282
| +14% | +$66.1K | 0.04% | 300 |
|
|
2020
Q4 | $502K | Buy |
1,968
+198
| +11% | +$50.5K | 0.05% | 281 |
|
|
2020
Q3 | $369K | Sell |
1,770
-1
| -0.1% | -$208 | 0.04% | 281 |
|
|
2020
Q2 | $348K | Buy |
+1,771
| New | +$348K | 0.04% | 267 |
|