Dakota Wealth Management’s DocuSign DOCU Stock Holding History

Dakota Wealth Management’s Portfolio DOCU Stock Details DOCU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.72M	Buy
2025 Q2	$1.77M	Buy
2025 Q1	$1.82M	Sell
2024 Q4	$2.01M	Buy
2024 Q3	$1.37M	Sell
2024 Q2	$1.23M	Buy
2024 Q1	$1.36M	Buy
2021 Q1	–	Sell
2020 Q4	$230K	Buy
2020 Q2	–	Sell
2020 Q1	$509K	Buy