Dakota Wealth Management’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Buy |
22,742
+435
| +2% | +$33.9K | 0.04% | 291 |
|
|
2025
Q1 | $1.82M | Sell |
22,307
-61
| -0.3% | -$4.97K | 0.04% | 271 |
|
|
2024
Q4 | $2.01M | Buy |
22,368
+307
| +1% | +$27.6K | 0.05% | 261 |
|
|
2024
Q3 | $1.37M | Sell |
22,061
-961
| -4% | -$59.7K | 0.03% | 318 |
|
|
2024
Q2 | $1.23M | Buy |
23,022
+181
| +0.8% | +$9.68K | 0.03% | 325 |
|
|
2024
Q1 | $1.36M | Buy |
+22,841
| New | +$1.36M | 0.03% | 313 |
|
|
2021
Q1 | – | Sell |
-1,033
| Closed | -$230K | – | 323 |
|
|
2020
Q4 | $230K | Buy |
+1,033
| New | +$230K | 0.03% | 284 |
|
|
2020
Q2 | – | Sell |
-5,504
| Closed | -$509K | – | 273 |
|
|
2020
Q1 | $509K | Buy |
+5,504
| New | +$509K | 0.11% | 147 |
|