CPC
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Consolidated Planning Corp’s DocuSign DOCU Stock Holding History

Consolidated Planning Corp’s Portfolio DOCU Stock Details DOCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-39,453
Closed -$3.21M – 189
2025
Q1 		$3.21M Buy
+39,453
New +$3.21M 0.44% 72