IFP Advisors’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $145K | Buy |
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|
2025
Q2 | $184K | Sell |
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|
2025
Q1 | $223K | Sell |
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|
2024
Q4 | $252K | Buy |
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|
2024
Q3 | $49.7K | Buy |
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|
2024
Q2 | $38.1K | Buy |
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|
2024
Q1 | $40.8K | Sell |
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|
2023
Q4 | $54.7K | Buy |
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|
2023
Q3 | $32.1K | Sell |
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|
2023
Q2 | $45.1K | Sell |
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|
2023
Q1 | $46.1K | Sell |
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|
2022
Q4 | $142K | Sell |
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|
2022
Q3 | $193K | Buy |
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|
2022
Q2 | $143K | Hold |
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|
2022
Q1 | $143K | Buy |
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|
2021
Q4 | $135K | Sell |
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|
2021
Q3 | $430K | Buy |
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|
2021
Q2 | $393K | Sell |
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|
2021
Q1 | $442K | Sell |
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|
2020
Q4 | $534K | Buy |
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|
2020
Q3 | $286K | Buy |
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|
2020
Q2 | $123K | Buy |
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|
2020
Q1 | $29K | Sell |
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|
2019
Q4 | $429K | Sell |
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|
2019
Q3 | $351K | Buy |
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|
2019
Q1 | $4K | Hold |
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|
2018
Q4 | $3K | Sell |
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|
2018
Q3 | $14K | Buy |
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|
2018
Q2 | $1K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $4K | Buy |
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