Jones Financial Companies’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Sell |
14,265
-2,941
| -17% | -$225K | ﹤0.01% | 976 |
|
|
2025
Q1 | $1.43M | Sell |
17,206
-3,280
| -16% | -$273K | ﹤0.01% | 741 |
|
|
2024
Q4 | $1.84M | Buy |
20,486
+6,001
| +41% | +$540K | ﹤0.01% | 581 |
|
|
2024
Q3 | $893K | Buy |
14,485
+8,904
| +160% | +$549K | ﹤0.01% | 636 |
|
|
2024
Q2 | $299K | Buy |
5,581
+3,956
| +243% | +$212K | ﹤0.01% | 706 |
|
|
2024
Q1 | $96.8K | Buy |
1,625
+638
| +65% | +$38K | ﹤0.01% | 600 |
|
|
2023
Q4 | $58.7K | Buy |
+987
| New | +$58.7K | ﹤0.01% | 450 |
|
|
2023
Q2 | – | Sell |
-129
| Closed | -$7.52K | – | 545 |
|
|
2023
Q1 | $7.52K | Buy |
129
+111
| +617% | +$6.47K | ﹤0.01% | 492 |
|
|
2022
Q4 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 657 |
|
|
2021
Q1 | – | Sell |
-12
| Closed | -$3K | – | 795 |
|
|
2020
Q4 | $3K | Buy |
+12
| New | +$3K | ﹤0.01% | 548 |
|