Empowered Funds’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.84M | Buy |
126,357
+21,872
| +21% | +$1.7M | 0.11% | 206 |
|
2025
Q1 | $8.51M | Buy |
104,485
+76,255
| +270% | +$6.21M | 0.12% | 202 |
|
2024
Q4 | $2.54M | Sell |
28,230
-143,439
| -84% | -$12.9M | 0.04% | 623 |
|
2024
Q3 | $10.7M | Buy |
171,669
+118,955
| +226% | +$7.39M | 0.17% | 128 |
|
2024
Q2 | $2.82M | Buy |
52,714
+11,790
| +29% | +$631K | 0.05% | 495 |
|
2024
Q1 | $2.44M | Buy |
40,924
+2,208
| +6% | +$131K | 0.04% | 541 |
|
2023
Q4 | $2.3M | Buy |
38,716
+1,263
| +3% | +$75.1K | 0.06% | 476 |
|
2023
Q3 | $1.57M | Buy |
37,453
+1,313
| +4% | +$55.1K | 0.05% | 522 |
|
2023
Q2 | $1.85M | Sell |
36,140
-29,358
| -45% | -$1.5M | 0.06% | 421 |
|
2023
Q1 | $3.82M | Buy |
+65,498
| New | +$3.82M | 0.23% | 133 |
|
2022
Q4 | – | Sell |
-4,927
| Closed | -$263K | – | 302 |
|
2022
Q3 | $263K | Buy |
4,927
+478
| +11% | +$25.5K | 0.03% | 301 |
|
2022
Q2 | $255K | Buy |
+4,449
| New | +$255K | 0.03% | 248 |
|
2021
Q2 | – | Sell |
-7,659
| Closed | -$1.7M | – | 241 |
|
2021
Q1 | $1.7M | Hold |
7,659
| – | – | 0.33% | 117 |
|
2020
Q4 | $1.7M | Buy |
7,659
+940
| +14% | +$209K | 0.33% | 117 |
|
2020
Q3 | $1.45M | Buy |
+6,719
| New | +$1.45M | 0.45% | 76 |
|
2020
Q2 | – | Sell |
-17,608
| Closed | -$1.31M | – | 121 |
|
2020
Q1 | $1.31M | Hold |
17,608
| – | – | 0.47% | 68 |
|
2019
Q4 | $1.31M | Buy |
+17,608
| New | +$1.31M | 0.47% | 68 |
|