Family Legacy Financial Solutions’s DocuSign DOCU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
– Sell
-19
Closed -$1.37K – 94
2025
Q3
$1.37K Sell
19
-1
-5% -$77 ﹤0.01% 232
2025
Q2
$1.56K Buy
+20
New +$1.62K ﹤0.01% 211

Other funds holding DOCU

Family Legacy Financial Solutions's DOCU Position: Q4 2025 in Review

Family Legacy Financial Solutions sold out of DocuSign (DOCU) in Q4 2025, closing a stake of 19 shares — an estimated $1.37K sold.

Family Legacy Financial Solutions first reported a position in DOCU in Q2 2025 and held it in 2 quarters. The position peaked at $1.56K in Q2 2025. 790 funds tracked by Wall St. Rank hold DOCU as of Q4 2025.

  • Family Legacy Financial Solutions reported no remaining DocuSign position as of Q4 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 19 DocuSign shares in Q4 2025, an estimated $1.37K.
  • Family Legacy Financial Solutions first reported a position in DocuSign in Q2 2025 and held it in 2 quarters.
  • Family Legacy Financial Solutions's DocuSign position peaked at $1.56K in Q2 2025.
  • 790 funds tracked by Wall St. Rank held DocuSign as of Q4 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q4 2025, filed 20 Jan 2026.