FinTrust Capital Advisors’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $328K | Sell |
5,515
-177
| -3% | -$10.5K | 0.06% | 232 |
|
|
2024
Q2 | $305K | Sell |
5,692
-54
| -0.9% | -$2.89K | 0.06% | 227 |
|
|
2024
Q1 | $342K | Sell |
5,746
-404
| -7% | -$24.1K | 0.07% | 209 |
|
|
2023
Q4 | $366K | Sell |
6,150
-6,491
| -51% | -$386K | 0.07% | 199 |
|
|
2023
Q3 | $531K | Buy |
12,641
+4,562
| +56% | +$192K | 0.12% | 156 |
|
|
2023
Q2 | $448K | Hold |
8,079
| – | – | 0.11% | 170 |
|
|
2023
Q1 | $448K | Hold |
8,079
| – | – | 0.11% | 167 |
|
|
2022
Q4 | $448K | Sell |
8,079
-3,154
| -28% | -$175K | 0.11% | 167 |
|
|
2022
Q3 | $545K | Buy |
11,233
+2,007
| +22% | +$97.4K | 0.14% | 151 |
|
|
2022
Q2 | $595K | Buy |
9,226
+671
| +8% | +$43.3K | 0.15% | 143 |
|
|
2022
Q1 | $917K | Sell |
8,555
-178
| -2% | -$19.1K | 0.21% | 103 |
|
|
2021
Q4 | $1.33M | Buy |
8,733
+42
| +0.5% | +$6.39K | 0.32% | 68 |
|
|
2021
Q3 | $2.24M | Buy |
8,691
+8,546
| +5,894% | +$2.2M | 0.59% | 37 |
|
|
2021
Q2 | $41K | Buy |
+145
| New | +$41K | 0.01% | 582 |
|
|
2021
Q1 | – | Sell |
-200
| Closed | -$44K | – | 1138 |
|
|
2020
Q4 | $44K | Hold |
200
| – | – | 0.01% | 514 |
|
|
2020
Q3 | $43 | Buy |
200
+100
| +100% | +$22 | 0.01% | 513 |
|
|
2020
Q2 | $17K | Hold |
100
| – | – | 0.01% | 643 |
|
|
2020
Q1 | $9K | Hold |
100
| – | – | ﹤0.01% | 759 |
|
|
2019
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 793 |
|
|
2019
Q3 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 814 |
|