Financial Advocates Investment 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 | $494K | Sell |
6,344
-487
| -7% | -$37.9K | 0.04% | 357 |
|
|
2025
Q1 | $556K | Sell |
6,831
-1,137
| -14% | -$92.6K | 0.04% | 399 |
|
|
2024
Q4 | $717K | Sell |
7,968
-569
| -7% | -$51.2K | 0.04% | 368 |
|
|
2024
Q3 | $530K | Sell |
8,537
-1,259
| -13% | -$78.2K | 0.03% | 445 |
|
|
2024
Q2 | $524K | Sell |
9,796
-1,314
| -12% | -$70.3K | 0.03% | 426 |
|
|
2024
Q1 | $662K | Sell |
11,110
-735
| -6% | -$43.8K | 0.04% | 394 |
|
|
2023
Q4 | $704K | Sell |
11,845
-780
| -6% | -$46.4K | 0.05% | 357 |
|
|
2023
Q3 | $530K | Sell |
12,625
-3,524
| -22% | -$148K | 0.04% | 396 |
|
|
2023
Q2 | $825K | Sell |
16,149
-1,059
| -6% | -$54.1K | 0.06% | 301 |
|
|
2023
Q1 | $1M | Sell |
17,208
-855
| -5% | -$49.8K | 0.07% | 283 |
|
|
2022
Q4 | $1M | Buy |
18,063
+1,100
| +6% | +$61K | 0.07% | 287 |
|
|
2022
Q3 | $907K | Buy |
16,963
+250
| +1% | +$13.4K | 0.07% | 270 |
|
|
2022
Q2 | $959K | Sell |
16,713
-366
| -2% | -$21K | 0.08% | 277 |
|
|
2022
Q1 | $1.83M | Buy |
17,079
+2,174
| +15% | +$233K | 0.12% | 206 |
|
|
2021
Q4 | $2.27M | Sell |
14,905
-3,451
| -19% | -$526K | 0.14% | 164 |
|
|
2021
Q3 | $4.73M | Buy |
18,356
+4,762
| +35% | +$1.23M | 0.32% | 71 |
|
|
2021
Q2 | $3.8M | Buy |
+13,594
| New | +$3.8M | 0.25% | 87 |
|
|
2021
Q1 | – | Sell |
-15,066
| Closed | -$3.5M | – | 740 |
|
|
2020
Q4 | $3.5M | Buy |
+15,066
| New | +$3.5M | 0.24% | 94 |
|
|
2020
Q3 | – | Sell |
-13,293
| Closed | -$2.29M | – | 626 |
|
|
2020
Q2 | $2.29M | Buy |
13,293
+951
| +8% | +$164K | 0.22% | 106 |
|
|
2020
Q1 | $1.14M | Buy |
12,342
+468
| +4% | +$43.3K | 0.16% | 163 |
|
|
2019
Q4 | $880K | Buy |
11,874
+295
| +3% | +$21.9K | 0.09% | 224 |
|
|
2019
Q3 | $717K | Sell |
11,579
-1,368
| -11% | -$84.7K | 0.08% | 230 |
|
|
2019
Q2 | $643K | Buy |
12,947
+955
| +8% | +$47.4K | 0.07% | 237 |
|
|
2019
Q1 | $622K | Buy |
11,992
+1,295
| +12% | +$67.2K | 0.08% | 234 |
|
|
2018
Q4 | $429K | Sell |
10,697
-53
| -0.5% | -$2.13K | 0.06% | 271 |
|
|
2018
Q3 | $565K | Buy |
+10,750
| New | +$565K | 0.06% | 266 |
|