Clearstead Advisors’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $130K | Buy |
1,670
+470
| +39% | +$36.6K | ﹤0.01% | 986 |
|
|
2025
Q1 | $97.7K | Hold |
1,200
| – | – | ﹤0.01% | 1001 |
|
|
2024
Q4 | $108K | Buy |
1,200
+186
| +18% | +$16.7K | ﹤0.01% | 1007 |
|
|
2024
Q3 | $63K | Hold |
1,014
| – | – | ﹤0.01% | 1150 |
|
|
2024
Q2 | $54.2K | Sell |
1,014
-151
| -13% | -$8.08K | ﹤0.01% | 1143 |
|
|
2024
Q1 | $69.6K | Buy |
1,165
+864
| +287% | +$51.6K | ﹤0.01% | 685 |
|
|
2023
Q4 | $17.9K | Buy |
301
+1
| +0.3% | +$59 | ﹤0.01% | 964 |
|
|
2023
Q3 | $12.6K | Buy |
300
+150
| +100% | +$6.3K | ﹤0.01% | 1086 |
|
|
2023
Q2 | $7.66K | Hold |
150
| – | – | ﹤0.01% | 1010 |
|
|
2023
Q1 | $8.75K | Hold |
150
| – | – | ﹤0.01% | 965 |
|
|
2022
Q4 | $8.31K | Buy |
150
+100
| +200% | +$5.54K | ﹤0.01% | 928 |
|
|
2022
Q3 | $3K | Sell |
50
-180
| -78% | -$10.8K | ﹤0.01% | 1021 |
|
|
2022
Q2 | $13K | Sell |
230
-135
| -37% | -$7.63K | ﹤0.01% | 877 |
|
|
2022
Q1 | $39K | Buy |
365
+85
| +30% | +$9.08K | ﹤0.01% | 724 |
|
|
2021
Q4 | $43K | Buy |
280
+260
| +1,300% | +$39.9K | ﹤0.01% | 675 |
|
|
2021
Q3 | $5K | Hold |
20
| – | – | ﹤0.01% | 1014 |
|
|
2021
Q2 | $6K | Hold |
20
| – | – | ﹤0.01% | 849 |
|
|
2021
Q1 | $4K | Hold |
20
| – | – | ﹤0.01% | 881 |
|
|
2020
Q4 | $4K | Hold |
20
| – | – | ﹤0.01% | 819 |
|
|
2020
Q3 | $4K | Buy |
+20
| New | +$4K | ﹤0.01% | 753 |
|