Concourse Financial Group Securities’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-45
| Closed | -$4.13K | – | 2093 |
|
|
2024
Q4 | $4.13K | Hold |
45
| – | – | ﹤0.01% | 1916 |
|
|
2024
Q3 | $2.79K | Sell |
45
-35
| -44% | -$2.17K | ﹤0.01% | 1957 |
|
|
2024
Q2 | $4.28K | Sell |
80
-55
| -41% | -$2.94K | ﹤0.01% | 1896 |
|
|
2024
Q1 | $8.04K | Hold |
135
| – | – | ﹤0.01% | 1775 |
|
|
2023
Q4 | $8.03K | Sell |
135
-44
| -25% | -$2.62K | ﹤0.01% | 1737 |
|
|
2023
Q3 | $7.52K | Hold |
179
| – | – | ﹤0.01% | 1712 |
|
|
2023
Q2 | $9.15K | Hold |
179
| – | – | ﹤0.01% | 1672 |
|
|
2023
Q1 | $10.4K | Buy |
179
+25
| +16% | +$1.46K | ﹤0.01% | 1654 |
|
|
2022
Q4 | $8.53K | Sell |
154
-90
| -37% | -$4.99K | ﹤0.01% | 1711 |
|
|
2022
Q3 | $13K | Sell |
244
-132
| -35% | -$7.03K | ﹤0.01% | 1409 |
|
|
2022
Q2 | $22K | Sell |
376
-19
| -5% | -$1.11K | ﹤0.01% | 1420 |
|
|
2022
Q1 | $42K | Sell |
395
-8,054
| -95% | -$856K | ﹤0.01% | 1202 |
|
|
2021
Q4 | $1.29M | Buy |
8,449
+435
| +5% | +$66.3K | 0.07% | 269 |
|
|
2021
Q3 | $2.06M | Buy |
8,014
+202
| +3% | +$52K | 0.13% | 148 |
|
|
2021
Q2 | $2.18M | Buy |
7,812
+2,219
| +40% | +$620K | 0.14% | 138 |
|
|
2021
Q1 | $1.13M | Buy |
5,593
+5,300
| +1,809% | +$1.07M | 0.08% | 234 |
|
|
2020
Q4 | $65K | Sell |
293
-97
| -25% | -$21.5K | ﹤0.01% | 1065 |
|
|
2020
Q3 | $84K | Buy |
390
+153
| +65% | +$33K | 0.01% | 845 |
|
|
2020
Q2 | $41K | Buy |
237
+187
| +374% | +$32.4K | ﹤0.01% | 1045 |
|
|
2020
Q1 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 1643 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3000 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 2715 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 3060 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 3037 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 2915 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 2492 |
|