Janney Montgomery Scott’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.63M | Sell |
33,768
-7,591
| -18% | -$591K | 0.01% | 1094 |
|
|
2025
Q1 | $3.37M | Buy |
41,359
+2,554
| +7% | +$208K | 0.01% | 929 |
|
|
2024
Q4 | $3.49M | Buy |
38,805
+9,859
| +34% | +$887K | 0.01% | 913 |
|
|
2024
Q3 | $1.8M | Buy |
28,946
+227
| +0.8% | +$14.1K | 0.01% | 1195 |
|
|
2024
Q2 | $1.54M | Buy |
28,719
+2,968
| +12% | +$159K | ﹤0.01% | 1225 |
|
|
2024
Q1 | $1.53M | Sell |
25,751
-2,300
| -8% | -$137K | ﹤0.01% | 1285 |
|
|
2023
Q4 | $1.67M | Sell |
28,051
-1,218
| -4% | -$72.4K | 0.01% | 1189 |
|
|
2023
Q3 | $1.23M | Buy |
29,269
+6,305
| +27% | +$265K | ﹤0.01% | 1232 |
|
|
2023
Q2 | $1.17M | Sell |
22,964
-3,549
| -13% | -$181K | ﹤0.01% | 1333 |
|
|
2023
Q1 | $1.55M | Buy |
26,513
+1,016
| +4% | +$59.2K | 0.01% | 1098 |
|
|
2022
Q4 | $1.41M | Sell |
25,497
-15,525
| -38% | -$860K | 0.01% | 1189 |
|
|
2022
Q3 | $2.19M | Sell |
41,022
-7,557
| -16% | -$404K | 0.01% | 933 |
|
|
2022
Q2 | $2.9M | Buy |
48,579
+8,205
| +20% | +$490K | 0.01% | 772 |
|
|
2022
Q1 | $4.33M | Sell |
40,374
-505
| -1% | -$54.1K | 0.02% | 635 |
|
|
2021
Q4 | $6.23M | Sell |
40,879
-20,595
| -34% | -$3.14M | 0.02% | 558 |
|
|
2021
Q3 | $15.8M | Buy |
61,474
+11,231
| +22% | +$2.89M | 0.07% | 260 |
|
|
2021
Q2 | $14M | Sell |
50,243
-6,687
| -12% | -$1.87M | 0.06% | 290 |
|
|
2021
Q1 | $11.5M | Sell |
56,930
-42,524
| -43% | -$8.61M | 0.06% | 301 |
|
|
2020
Q4 | $22.1M | Buy |
99,454
+27,879
| +39% | +$6.2M | 0.11% | 185 |
|
|
2020
Q3 | $15.4M | Sell |
71,575
-21,657
| -23% | -$4.66M | 0.09% | 221 |
|
|
2020
Q2 | $16.1M | Buy |
93,232
+20,317
| +28% | +$3.5M | 0.1% | 208 |
|
|
2020
Q1 | $6.74M | Buy |
72,915
+4,070
| +6% | +$376K | 0.05% | 315 |
|
|
2019
Q4 | $5.1M | Buy |
68,845
+1,833
| +3% | +$136K | 0.03% | 458 |
|
|
2019
Q3 | $4.15M | Buy |
67,012
+8,495
| +15% | +$526K | 0.03% | 494 |
|
|
2019
Q2 | $2.91M | Buy |
58,517
+533
| +0.9% | +$26.5K | 0.02% | 590 |
|
|
2019
Q1 | $3.01M | Buy |
57,984
+4,912
| +9% | +$255K | 0.02% | 556 |
|
|
2018
Q4 | $2.13M | Buy |
53,072
+33,827
| +176% | +$1.36M | 0.02% | 621 |
|
|
2018
Q3 | $1.01M | Buy |
19,245
+3,500
| +22% | +$184K | 0.01% | 1027 |
|
|
2018
Q2 | $834K | Buy |
+15,745
| New | +$834K | 0.01% | 1083 |
|