IEQ Capital’s DocuSign DOCU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.6M Buy
20,543
+4,477
+28% +$349K 0.01% 706
2025
Q1
$1.31M Buy
16,066
+238
+2% +$19.4K 0.01% 685
2024
Q4
$1.42M Sell
15,828
-416
-3% -$37.4K 0.01% 585
2024
Q3
$1.01M Sell
16,244
-65
-0.4% -$4.04K 0.01% 544
2024
Q2
$873K Sell
16,309
-158
-1% -$8.45K 0.01% 506
2024
Q1
$981K Sell
16,467
-699
-4% -$41.6K 0.01% 464
2023
Q4
$1.02M Sell
17,166
-581
-3% -$34.5K 0.02% 419
2023
Q3
$745K Sell
17,747
-6,699
-27% -$281K 0.02% 463
2023
Q2
$1.25M Sell
24,446
-872
-3% -$44.6K 0.03% 347
2023
Q1
$1.48M Sell
25,318
-3,820
-13% -$223K 0.03% 303
2022
Q4
$1.61M Buy
29,138
+9,283
+47% +$514K 0.05% 278
2022
Q3
$1.06M Sell
19,855
-386
-2% -$20.6K 0.03% 353
2022
Q2
$1.16M Sell
20,241
-177
-0.9% -$10.2K 0.04% 283
2022
Q1
$2.19M Buy
20,418
+1,687
+9% +$181K 0.05% 194
2021
Q4
$2.85M Sell
18,731
-15,466
-45% -$2.36M 0.07% 154
2021
Q3
$8.8M Buy
34,197
+1,096
+3% +$282K 0.23% 60
2021
Q2
$9.25M Buy
33,101
+14,917
+82% +$4.17M 0.27% 54
2021
Q1
$3.68M Buy
18,184
+287
+2% +$58.1K 0.15% 91
2020
Q4
$3.98M Buy
17,897
+86
+0.5% +$19.1K 0.18% 92
2020
Q3
$3.83M Sell
17,811
-158
-0.9% -$34K 0.21% 77
2020
Q2
$3.09M Buy
17,969
+264
+1% +$45.5K 0.2% 80
2020
Q1
$1.64M Buy
17,705
+14,541
+460% +$1.34M 0.13% 103
2019
Q4
$234K Buy
+3,164
New +$234K 0.02% 357