First Horizon 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 | $46K | Buy |
590
+193
| +49% | +$15K | ﹤0.01% | 1049 |
|
|
2025
Q1 | $32.3K | Hold |
397
| – | – | ﹤0.01% | 1125 |
|
|
2024
Q4 | $35.7K | Buy |
397
+201
| +103% | +$18.1K | ﹤0.01% | 1088 |
|
|
2024
Q3 | $12.2K | Buy |
196
+148
| +308% | +$9.19K | ﹤0.01% | 1547 |
|
|
2024
Q2 | $2.57K | Hold |
48
| – | – | ﹤0.01% | 1922 |
|
|
2024
Q1 | $2.86K | Buy |
48
+38
| +380% | +$2.26K | ﹤0.01% | 1942 |
|
|
2023
Q4 | $594 | Sell |
10
-43
| -81% | -$2.55K | ﹤0.01% | 2286 |
|
|
2023
Q3 | $2.23K | Hold |
53
| – | – | ﹤0.01% | 1951 |
|
|
2023
Q2 | $2.71K | Buy |
53
+11
| +26% | +$562 | ﹤0.01% | 1985 |
|
|
2023
Q1 | $2.45K | Sell |
42
-160
| -79% | -$9.33K | ﹤0.01% | 2045 |
|
|
2022
Q4 | $11.2K | Sell |
202
-11
| -5% | -$610 | ﹤0.01% | 1504 |
|
|
2022
Q3 | $10K | Buy |
213
+32
| +18% | +$1.5K | ﹤0.01% | 1503 |
|
|
2022
Q2 | $10K | Buy |
181
+163
| +906% | +$9.01K | ﹤0.01% | 1567 |
|
|
2022
Q1 | $2K | Sell |
18
-487
| -96% | -$54.1K | ﹤0.01% | 1434 |
|
|
2021
Q4 | $77K | Buy |
505
+158
| +46% | +$24.1K | ﹤0.01% | 772 |
|
|
2021
Q3 | $88K | Sell |
347
-42
| -11% | -$10.7K | ﹤0.01% | 713 |
|
|
2021
Q2 | $108K | Buy |
389
+52
| +15% | +$14.4K | 0.01% | 530 |
|
|
2021
Q1 | $67K | Buy |
337
+286
| +561% | +$56.9K | ﹤0.01% | 632 |
|
|
2020
Q4 | $11K | Buy |
51
+30
| +143% | +$6.47K | ﹤0.01% | 1042 |
|
|
2020
Q3 | $4K | Buy |
+21
| New | +$4K | ﹤0.01% | 1201 |
|
|
2020
Q2 | – | Sell |
-252
| Closed | -$23K | – | 1404 |
|
|
2020
Q1 | $23K | Hold |
252
| – | – | ﹤0.01% | 672 |
|
|
2019
Q4 | $18K | Buy |
252
+14
| +6% | +$1K | ﹤0.01% | 890 |
|
|
2019
Q3 | $14K | Hold |
238
| – | – | ﹤0.01% | 967 |
|
|
2019
Q2 | $11K | Hold |
238
| – | – | ﹤0.01% | 1051 |
|
|
2019
Q1 | $12K | Hold |
238
| – | – | ﹤0.01% | 992 |
|
|
2018
Q4 | $9K | Buy |
238
+104
| +78% | +$3.93K | ﹤0.01% | 1043 |
|
|
2018
Q3 | $7K | Hold |
134
| – | – | ﹤0.01% | 1214 |
|
|
2018
Q2 | $7K | Buy |
+134
| New | +$7K | ﹤0.01% | 1225 |
|