Financial Partners Group (Kansas)’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,671
| Closed | -$217K | – | 205 |
|
|
2025
Q1 | $217K | Sell |
2,671
-184
| -6% | -$15K | 0.03% | 181 |
|
|
2024
Q4 | $257K | Sell |
2,855
-631
| -18% | -$56.8K | 0.04% | 157 |
|
|
2024
Q3 | $216K | Buy |
+3,486
| New | +$216K | 0.03% | 178 |
|
|
2024
Q2 | – | Sell |
-3,488
| Closed | -$208K | – | 174 |
|
|
2024
Q1 | $208K | Hold |
3,488
| – | – | 0.03% | 170 |
|
|
2023
Q4 | $207K | Buy |
+3,488
| New | +$207K | 0.04% | 160 |
|
|
2023
Q3 | – | Sell |
-4,871
| Closed | -$250K | – | 163 |
|
|
2023
Q2 | $250K | Buy |
4,871
+115
| +2% | +$5.89K | 0.05% | 130 |
|
|
2023
Q1 | $277K | Sell |
4,756
-55
| -1% | -$3.21K | 0.06% | 127 |
|
|
2022
Q4 | $298K | Sell |
4,811
-167
| -3% | -$10.3K | 0.07% | 125 |
|
|
2022
Q3 | $266K | Sell |
4,978
-74
| -1% | -$3.95K | 0.07% | 116 |
|
|
2022
Q2 | $290K | Sell |
5,052
-420
| -8% | -$24.1K | 0.07% | 113 |
|
|
2022
Q1 | $586K | Buy |
5,472
+2,858
| +109% | +$306K | 0.13% | 89 |
|
|
2021
Q4 | $329K | Sell |
2,614
-26
| -1% | -$3.27K | 0.07% | 123 |
|
|
2021
Q3 | $680K | Buy |
+2,640
| New | +$680K | 0.16% | 76 |
|