Clearstead Advisors’s DigitalOcean DOCN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,384
| Closed | -$47.2K | – | 2229 |
|
|
2024
Q4 | $47.2K | Hold |
1,384
| – | – | ﹤0.01% | 1170 |
|
|
2024
Q3 | $55.9K | Hold |
1,384
| – | – | ﹤0.01% | 1179 |
|
|
2024
Q2 | $48.1K | Hold |
1,384
| – | – | ﹤0.01% | 1170 |
|
|
2024
Q1 | $52.1K | Hold |
1,384
| – | – | ﹤0.01% | 747 |
|
|
2023
Q4 | $50.8K | Sell |
1,384
-1,384
| -50% | -$50.8K | ﹤0.01% | 730 |
|
|
2023
Q3 | $66.5K | Buy |
2,768
+1,384
| +100% | +$33.3K | ﹤0.01% | 827 |
|
|
2023
Q2 | $55.6K | Sell |
1,384
-757
| -35% | -$30.4K | ﹤0.01% | 712 |
|
|
2023
Q1 | $83.9K | Hold |
2,141
| – | – | 0.01% | 541 |
|
|
2022
Q4 | $54.5K | Hold |
2,141
| – | – | ﹤0.01% | 611 |
|
|
2022
Q3 | $77K | Hold |
2,141
| – | – | 0.01% | 517 |
|
|
2022
Q2 | $89K | Hold |
2,141
| – | – | 0.01% | 515 |
|
|
2022
Q1 | $124K | Buy |
2,141
+742
| +53% | +$43K | 0.01% | 502 |
|
|
2021
Q4 | $112K | Hold |
1,399
| – | – | 0.01% | 504 |
|
|
2021
Q3 | $109K | Buy |
+1,399
| New | +$109K | 0.01% | 464 |
|