Farther Finance Advisors’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $630K | Buy |
8,089
+3,262
| +68% | +$254K | 0.01% | 798 |
|
|
2025
Q1 | $399K | Buy |
4,827
+3,312
| +219% | +$274K | 0.01% | 887 |
|
|
2024
Q4 | $136K | Sell |
1,515
-2,805
| -65% | -$252K | ﹤0.01% | 1176 |
|
|
2024
Q3 | $268K | Buy |
4,320
+1,271
| +42% | +$78.9K | 0.01% | 877 |
|
|
2024
Q2 | $168K | Sell |
3,049
-134
| -4% | -$7.39K | 0.01% | 917 |
|
|
2024
Q1 | $185K | Sell |
3,183
-38
| -1% | -$2.21K | 0.01% | 714 |
|
|
2023
Q4 | $191K | Buy |
3,221
+2,039
| +173% | +$121K | 0.01% | 563 |
|
|
2023
Q3 | $49.6K | Buy |
1,182
+518
| +78% | +$21.8K | 0.01% | 773 |
|
|
2023
Q2 | $33.9K | Buy |
664
+419
| +171% | +$21.4K | 0.01% | 802 |
|
|
2023
Q1 | $14.3K | Buy |
245
+7
| +3% | +$408 | ﹤0.01% | 997 |
|
|
2022
Q4 | $13.2K | Buy |
+238
| New | +$13.2K | 0.01% | 861 |
|