Creative Planning’s DigitalOcean DOCN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Sell |
38,253
-11,772
| -24% | -$336K | ﹤0.01% | 1774 |
|
|
2025
Q1 | $1.67M | Buy |
50,025
+10,174
| +26% | +$340K | ﹤0.01% | 1315 |
|
|
2024
Q4 | $1.36M | Sell |
39,851
-34,016
| -46% | -$1.16M | ﹤0.01% | 1409 |
|
|
2024
Q3 | $1.82M | Buy |
73,867
+38,409
| +108% | +$948K | ﹤0.01% | 1117 |
|
|
2024
Q2 | $1.23M | Buy |
35,458
+26,173
| +282% | +$910K | ﹤0.01% | 1263 |
|
|
2024
Q1 | $355K | Buy |
9,285
+2,008
| +28% | +$76.7K | ﹤0.01% | 2097 |
|
|
2023
Q4 | $267K | Buy |
+7,277
| New | +$267K | ﹤0.01% | 2166 |
|
|
2023
Q3 | – | Sell |
-12,705
| Closed | -$510K | – | 2842 |
|
|
2023
Q2 | $510K | Sell |
12,705
-59,719
| -82% | -$2.4M | ﹤0.01% | 1533 |
|
|
2023
Q1 | $2.84M | Sell |
72,424
-2,010
| -3% | -$78.7K | ﹤0.01% | 659 |
|
|
2022
Q4 | $1.9M | Buy |
+74,434
| New | +$1.9M | ﹤0.01% | 764 |
|
|
2022
Q3 | – | Sell |
-59,316
| Closed | -$2.45M | – | 2252 |
|
|
2022
Q2 | $2.45M | Buy |
59,316
+55,795
| +1,585% | +$2.31M | ﹤0.01% | 649 |
|
|
2022
Q1 | $204K | Buy |
3,521
+332
| +10% | +$19.2K | ﹤0.01% | 1875 |
|
|
2021
Q4 | $256K | Buy |
+3,189
| New | +$256K | ﹤0.01% | 1721 |
|