EFS
Essex Financial Services’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $506K | Sell |
6,499
-60
| -0.9% | -$4.67K | 0.03% | 407 |
|
|
2025
Q1 | $534K | Sell |
6,559
-217
| -3% | -$17.7K | 0.04% | 369 |
|
|
2024
Q4 | $609K | Buy |
6,776
+94
| +1% | +$8.45K | 0.04% | 335 |
|
|
2024
Q3 | $472K | Sell |
6,682
-164
| -2% | -$11.6K | 0.03% | 389 |
|
|
2024
Q2 | $357K | Buy |
6,846
+3,242
| +90% | +$169K | 0.03% | 443 |
|
|
2024
Q1 | $215K | Buy |
+3,604
| New | +$215K | 0.02% | 495 |
|
|
2022
Q2 | – | Sell |
-2,545
| Closed | -$273K | – | 488 |
|
|
2022
Q1 | $273K | Sell |
2,545
-352
| -12% | -$37.8K | 0.03% | 406 |
|
|
2021
Q4 | $441K | Buy |
2,897
+1,735
| +149% | +$264K | 0.04% | 307 |
|
|
2021
Q3 | $299K | Sell |
1,162
-129
| -10% | -$33.2K | 0.03% | 346 |
|
|
2021
Q2 | $261K | Hold |
1,291
| – | – | 0.04% | 356 |
|
|
2021
Q1 | $261K | Buy |
+1,291
| New | +$261K | 0.05% | 289 |
|