Covestor’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $207K | Sell |
2,655
-128
| -5% | -$9.98K | 0.12% | 167 |
|
2025
Q1 | $227K | Sell |
2,783
-956
| -26% | -$78K | 0.15% | 116 |
|
2024
Q4 | $337K | Buy |
3,739
+433
| +13% | +$39K | 0.21% | 47 |
|
2024
Q3 | $205K | Buy |
3,306
+182
| +6% | +$11.3K | 0.13% | 157 |
|
2024
Q2 | $167K | Buy |
3,124
+790
| +34% | +$42.2K | 0.11% | 218 |
|
2024
Q1 | $139K | Buy |
2,334
+810
| +53% | +$48.2K | 0.09% | 316 |
|
2023
Q4 | $91K | Buy |
1,524
+1,161
| +320% | +$69.3K | 0.06% | 555 |
|
2023
Q3 | $16K | Buy |
363
+7
| +2% | +$309 | 0.01% | 1189 |
|
2023
Q2 | $18K | Buy |
356
+152
| +75% | +$7.69K | 0.01% | 1177 |
|
2023
Q1 | $12K | Sell |
204
-3
| -1% | -$176 | 0.01% | 1220 |
|
2022
Q4 | $11K | Buy |
207
+82
| +66% | +$4.36K | 0.01% | 1272 |
|
2022
Q3 | $7K | Sell |
125
-105
| -46% | -$5.88K | 0.01% | 1388 |
|
2022
Q2 | $13K | Sell |
230
-7
| -3% | -$396 | 0.01% | 1099 |
|
2022
Q1 | $25K | Sell |
237
-22
| -8% | -$2.32K | 0.02% | 993 |
|
2021
Q4 | $40K | Buy |
+259
| New | +$40K | 0.06% | 660 |
|