Colonial Trust’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.7K | Buy |
86
+22
| +34% | +$1.71K | ﹤0.01% | 797 |
|
|
2025
Q1 | $5.21K | Buy |
+64
| New | +$5.21K | ﹤0.01% | 818 |
|
|
2023
Q4 | – | Sell |
-60
| Closed | -$3.13K | – | 978 |
|
|
2023
Q3 | $3.13K | Sell |
60
-102
| -63% | -$5.32K | ﹤0.01% | 841 |
|
|
2023
Q2 | $8.3K | Hold |
162
| – | – | ﹤0.01% | 727 |
|
|
2023
Q1 | $9.16K | Hold |
162
| – | – | ﹤0.01% | 682 |
|
|
2022
Q4 | $9.03K | Buy |
+162
| New | +$9.03K | ﹤0.01% | 686 |
|