D.A. Davidson & Co’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,591
| Closed | -$211K | – | 1464 |
|
|
2025
Q1 | $211K | Buy |
+2,591
| New | +$227K | ﹤0.01% | 1306 |
|
|
2024
Q3 | – | Sell |
-10,107
| Closed | -$541K | – | 1397 |
|
|
2024
Q2 | $541K | Buy |
10,107
+22
| +0.2% | +$1.24K | ﹤0.01% | 944 |
|
|
2024
Q1 | $601K | Buy |
10,085
+20
| +0.2% | +$1.13K | 0.01% | 916 |
|
|
2023
Q4 | $598K | Buy |
10,065
+450
| +5% | +$20.6K | 0.01% | 883 |
|
|
2023
Q3 | $404K | Sell |
9,615
-4,931
| -34% | -$242K | ﹤0.01% | 978 |
|
|
2023
Q2 | $743K | Sell |
14,546
-6,687
| -31% | -$354K | 0.01% | 790 |
|
|
2023
Q1 | $1.24M | Sell |
21,233
-2,868
| -12% | -$171K | 0.01% | 606 |
|
|
2022
Q4 | $1.34M | Sell |
24,101
-4,318
| -15% | -$210K | 0.02% | 544 |
|
|
2022
Q3 | $1.52M | Buy |
28,419
+5,792
| +26% | +$363K | 0.02% | 473 |
|
|
2022
Q2 | $1.3M | Sell |
22,627
-5,448
| -19% | -$441K | 0.02% | 528 |
|
|
2022
Q1 | $3.01M | Buy |
28,075
+2,449
| +10% | +$281K | 0.03% | 369 |
|
|
2021
Q4 | $3.9M | Buy |
25,626
+1,542
| +6% | +$352K | 0.04% | 314 |
|
|
2021
Q3 | $6.2M | Sell |
24,084
-1,196
| -5% | -$345K | 0.07% | 223 |
|
|
2021
Q2 | $7.07M | Buy |
25,280
+747
| +3% | +$167K | 0.08% | 194 |
|
|
2021
Q1 | $4.97M | Buy |
24,533
+16,462
| +204% | +$3.82M | 0.06% | 234 |
|
|
2020
Q4 | $1.79M | Buy |
8,071
+2,149
| +36% | +$483K | 0.03% | 364 |
|
|
2020
Q3 | $1.27M | Buy |
5,922
+639
| +12% | +$133K | 0.02% | 399 |
|
|
2020
Q2 | $910K | Sell |
5,283
-15,767
| -75% | -$1.99M | 0.02% | 463 |
|
|
2020
Q1 | $1.95M | Buy |
21,050
+697
| +3% | +$56.1K | 0.04% | 326 |
|
|
2019
Q4 | $1.51M | Buy |
20,353
+1,076
| +6% | +$73.9K | 0.02% | 422 |
|
|
2019
Q3 | $1.19M | Buy |
19,277
+6,005
| +45% | +$314K | 0.02% | 439 |
|
|
2019
Q2 | $660K | Buy |
13,272
+781
| +6% | +$41.7K | 0.01% | 564 |
|
|
2019
Q1 | $648K | Buy |
12,491
+631
| +5% | +$32.2K | 0.01% | 615 |
|
|
2018
Q4 | $475K | Buy |
+11,860
| New | +$498K | 0.01% | 664 |
|
Other funds holding DOCU
JCAM
NMO
