Freedom 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 | $668K | Buy |
8,576
+373
| +5% | +$29.1K | 0.05% | 362 |
|
|
2025
Q1 | $668K | Buy |
8,203
+5,165
| +170% | +$420K | 0.06% | 346 |
|
|
2024
Q4 | $273K | Sell |
3,038
-207
| -6% | -$18.6K | 0.02% | 628 |
|
|
2024
Q3 | $201K | Buy |
+3,245
| New | +$201K | 0.02% | 718 |
|
|
2024
Q2 | – | Sell |
-3,538
| Closed | -$211K | – | 802 |
|
|
2024
Q1 | $211K | Buy |
+3,538
| New | +$211K | 0.02% | 733 |
|
|
2022
Q1 | – | Sell |
-1,664
| Closed | -$253K | – | 822 |
|
|
2021
Q4 | $253K | Sell |
1,664
-30
| -2% | -$4.56K | 0.02% | 732 |
|
|
2021
Q3 | $436K | Sell |
1,694
-33
| -2% | -$8.49K | 0.03% | 538 |
|
|
2021
Q2 | $483K | Buy |
1,727
+444
| +35% | +$124K | 0.04% | 545 |
|
|
2021
Q1 | $260K | Buy |
+1,283
| New | +$260K | 0.02% | 703 |
|