JT Stratford LLC’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,400
| Closed | -$847K | – | 310 |
|
|
2025
Q1 | $847K | Buy |
+10,400
| New | +$847K | 0.15% | 151 |
|
|
2022
Q3 | – | Sell |
-4,763
| Closed | -$273K | – | 198 |
|
|
2022
Q2 | $273K | Sell |
4,763
-21,789
| -82% | -$1.25M | 0.09% | 178 |
|
|
2022
Q1 | $2.84M | Buy |
26,552
+7,963
| +43% | +$853K | 0.83% | 35 |
|
|
2021
Q4 | $2.83M | Buy |
18,589
+14,647
| +372% | +$2.23M | 0.78% | 37 |
|
|
2021
Q3 | $1.02M | Buy |
3,942
+24
| +0.6% | +$6.18K | 0.31% | 77 |
|
|
2021
Q2 | $1.1M | Buy |
3,918
+110
| +3% | +$30.7K | 0.35% | 81 |
|
|
2021
Q1 | $771K | Buy |
3,808
+147
| +4% | +$29.8K | 0.27% | 91 |
|
|
2020
Q4 | $814K | Buy |
3,661
+272
| +8% | +$60.5K | 0.31% | 84 |
|
|
2020
Q3 | $729K | Buy |
+3,389
| New | +$729K | 0.31% | 78 |
|