IFP Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $184K | Sell |
1,482
-1,254
| -46% | -$156K | 0.01% | 1306 |
|
|
2025
Q1 | $223K | Sell |
2,736
-62
| -2% | -$5.05K | 0.01% | 1128 |
|
|
2024
Q4 | $252K | Buy |
2,798
+1,997
| +249% | +$180K | 0.01% | 1024 |
|
|
2024
Q3 | $49.7K | Buy |
801
+89
| +13% | +$5.53K | ﹤0.01% | 1735 |
|
|
2024
Q2 | $38.1K | Buy |
712
+27
| +4% | +$1.45K | ﹤0.01% | 1789 |
|
|
2024
Q1 | $40.8K | Sell |
685
-235
| -26% | -$14K | ﹤0.01% | 1671 |
|
|
2023
Q4 | $54.7K | Buy |
920
+156
| +20% | +$9.27K | ﹤0.01% | 1506 |
|
|
2023
Q3 | $32.1K | Sell |
764
-119
| -13% | -$5K | ﹤0.01% | 1748 |
|
|
2023
Q2 | $45.1K | Sell |
883
-30
| -3% | -$1.53K | ﹤0.01% | 1650 |
|
|
2023
Q1 | $46.1K | Sell |
913
-1,525
| -63% | -$76.9K | ﹤0.01% | 1621 |
|
|
2022
Q4 | $142K | Sell |
2,438
-951
| -28% | -$55.4K | ﹤0.01% | 1537 |
|
|
2022
Q3 | $193K | Buy |
3,389
+967
| +40% | +$55.1K | 0.01% | 1430 |
|
|
2022
Q2 | $143K | Hold |
2,422
| – | – | ﹤0.01% | 1479 |
|
|
2022
Q1 | $143K | Buy |
2,422
+1,570
| +184% | +$92.7K | ﹤0.01% | 1479 |
|
|
2021
Q4 | $135K | Sell |
852
-799
| -48% | -$127K | ﹤0.01% | 1123 |
|
|
2021
Q3 | $430K | Buy |
1,651
+270
| +20% | +$70.3K | 0.01% | 610 |
|
|
2021
Q2 | $393K | Sell |
1,381
-781
| -36% | -$222K | 0.01% | 622 |
|
|
2021
Q1 | $442K | Sell |
2,162
-248
| -10% | -$50.7K | 0.01% | 563 |
|
|
2020
Q4 | $534K | Buy |
2,410
+1,081
| +81% | +$240K | 0.02% | 486 |
|
|
2020
Q3 | $286K | Buy |
1,329
+619
| +87% | +$133K | 0.02% | 586 |
|
|
2020
Q2 | $123K | Buy |
710
+360
| +103% | +$62.4K | 0.01% | 846 |
|
|
2020
Q1 | $29K | Sell |
350
-5,295
| -94% | -$439K | ﹤0.01% | 1339 |
|
|
2019
Q4 | $429K | Sell |
5,645
-45
| -0.8% | -$3.42K | 0.03% | 460 |
|
|
2019
Q3 | $351K | Buy |
+5,690
| New | +$351K | 0.02% | 580 |
|
|
2019
Q1 | $4K | Hold |
75
| – | – | ﹤0.01% | 1920 |
|
|
2018
Q4 | $3K | Sell |
75
-200
| -73% | -$8K | ﹤0.01% | 2975 |
|
|
2018
Q3 | $14K | Buy |
275
+250
| +1,000% | +$12.7K | ﹤0.01% | 2617 |
|
|
2018
Q2 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 3655 |
|
|
2016
Q2 | – | Sell |
-75
| Closed | -$4K | – | 3893 |
|
|
2016
Q1 | $4K | Buy |
+75
| New | +$4K | ﹤0.01% | 1920 |
|