Freestone Capital Holdings’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $560K | Sell |
7,193
-14,737
| -67% | -$1.15M | 0.02% | 274 |
|
|
2025
Q1 | $1.79M | Sell |
21,930
-174
| -0.8% | -$14.2K | 0.07% | 168 |
|
|
2024
Q4 | $1.99M | Buy |
22,104
+6,085
| +38% | +$547K | 0.07% | 160 |
|
|
2024
Q3 | $995K | Sell |
16,019
-545
| -3% | -$33.8K | 0.03% | 214 |
|
|
2024
Q2 | $886K | Sell |
16,564
-448
| -3% | -$24K | 0.03% | 224 |
|
|
2024
Q1 | $1.01M | Sell |
17,012
-4,241
| -20% | -$253K | 0.04% | 209 |
|
|
2023
Q4 | $1.26M | Sell |
21,253
-4,709
| -18% | -$280K | 0.06% | 177 |
|
|
2023
Q3 | $1.09M | Sell |
25,962
-2,447
| -9% | -$103K | 0.06% | 166 |
|
|
2023
Q2 | $1.45M | Sell |
28,409
-190
| -0.7% | -$9.71K | 0.06% | 161 |
|
|
2023
Q1 | $1.67M | Buy |
28,599
+499
| +2% | +$29.1K | 0.07% | 149 |
|
|
2022
Q4 | $1.56M | Sell |
28,100
-1,403
| -5% | -$77.8K | 0.07% | 154 |
|
|
2022
Q3 | $1.58M | Sell |
29,503
-455
| -2% | -$24.3K | 0.07% | 166 |
|
|
2022
Q2 | $1.72M | Sell |
29,958
-2,459
| -8% | -$141K | 0.07% | 175 |
|
|
2022
Q1 | $3.47M | Sell |
32,417
-3,383
| -9% | -$362K | 0.14% | 144 |
|
|
2021
Q4 | $5.45M | Buy |
35,800
+3,603
| +11% | +$549K | 0.23% | 94 |
|
|
2021
Q3 | $8.29M | Buy |
32,197
+1,641
| +5% | +$422K | 0.42% | 53 |
|
|
2021
Q2 | $8.54M | Sell |
30,556
-7,635
| -20% | -$2.13M | 0.43% | 54 |
|
|
2021
Q1 | $7.73M | Sell |
38,191
-3,633
| -9% | -$736K | 0.42% | 59 |
|
|
2020
Q4 | $9.3M | Buy |
41,824
+4,658
| +13% | +$1.04M | 0.54% | 36 |
|
|
2020
Q3 | $8M | Sell |
37,166
-8,583
| -19% | -$1.85M | 0.52% | 39 |
|
|
2020
Q2 | $421K | Buy |
45,749
+10,520
| +30% | +$96.8K | 4.93% | 4 |
|
|
2020
Q1 | $3.26K | Sell |
35,229
-5,910
| -14% | -$546 | 0.07% | 99 |
|
|
2019
Q4 | $188K | Buy |
41,139
+27,680
| +206% | +$127K | 3.9% | 2 |
|
|
2019
Q3 | $833 | Sell |
13,459
-2,500
| -16% | -$155 | 0.02% | 279 |
|
|
2019
Q2 | $793 | Hold |
15,959
| – | – | 0.02% | 254 |
|
|
2019
Q1 | $827K | Sell |
15,959
-2,700
| -14% | -$140K | 0.05% | 232 |
|
|
2018
Q4 | $748K | Buy |
18,659
+18,434
| +8,193% | +$739K | 0.05% | 240 |
|
|
2018
Q3 | $12K | Buy |
+225
| New | +$12K | ﹤0.01% | 374 |
|