HAG
HighPoint Advisor Group’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Sell |
2,654
-20
| -0.7% | -$1.56K | 0.01% | 640 |
|
|
2025
Q1 | $220K | Buy |
2,674
+69
| +3% | +$5.68K | 0.01% | 593 |
|
|
2024
Q4 | $229K | Buy |
+2,605
| New | +$229K | 0.01% | 601 |
|
|
2022
Q2 | $1.08M | Buy |
+16,793
| New | +$1.08M | 0.12% | 137 |
|
|
2021
Q3 | $4.04M | Sell |
15,674
-364
| -2% | -$93.7K | 0.4% | 53 |
|
|
2021
Q2 | $4.48M | Buy |
16,038
+1,308
| +9% | +$366K | 0.45% | 48 |
|
|
2021
Q1 | $3.14M | Buy |
14,730
+1,366
| +10% | +$291K | 0.36% | 58 |
|
|
2020
Q4 | $3.42M | Sell |
13,364
-331
| -2% | -$84.7K | 0.42% | 51 |
|
|
2020
Q3 | $3.24M | Sell |
13,695
-775
| -5% | -$184K | 0.59% | 34 |
|
|
2020
Q2 | $2.59M | Buy |
14,470
+4,601
| +47% | +$824K | 0.55% | 40 |
|
|
2020
Q1 | $1.04M | Buy |
9,869
+4,467
| +83% | +$469K | 0.25% | 82 |
|
|
2019
Q4 | $395K | Sell |
5,402
-6,838
| -56% | -$500K | 0.08% | 210 |
|
|
2019
Q3 | $816K | Buy |
12,240
+76
| +0.6% | +$5.07K | 0.18% | 103 |
|
|
2019
Q2 | $637K | Buy |
12,164
+8,053
| +196% | +$422K | 0.15% | 118 |
|
|
2019
Q1 | $218K | Buy |
+4,111
| New | +$218K | 0.05% | 296 |
|