Crossmark Global Holdings’s DocuSign DOCU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$967K Buy
12,413
+903
+8% +$70.3K 0.02% 629
2025
Q1
$937K Buy
11,510
+514
+5% +$41.8K 0.02% 630
2024
Q4
$989K Sell
10,996
-9,693
-47% -$872K 0.02% 590
2024
Q3
$1.28M Sell
20,689
-2,500
-11% -$155K 0.02% 525
2024
Q2
$1.24M Buy
23,189
+18,680
+414% +$1,000K 0.02% 521
2024
Q1
$269K Buy
+4,509
New +$269K 0.01% 1141
2021
Q4
Sell
-1,270
Closed -$327K 1398
2021
Q3
$327K Buy
1,270
+90
+8% +$23.2K 0.01% 1126
2021
Q2
$330K Sell
1,180
-180
-13% -$50.3K 0.01% 1130
2021
Q1
$275K Buy
1,360
+110
+9% +$22.2K 0.01% 1216
2020
Q4
$278K Sell
1,250
-10
-0.8% -$2.22K 0.01% 1136
2020
Q3
$271K Sell
1,260
-20
-2% -$4.3K 0.01% 1076
2020
Q2
$220K Buy
+1,280
New +$220K 0.01% 1188