Kestra Advisory Services’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $702K | Buy |
9,013
+600
| +7% | +$46.7K | ﹤0.01% | 1724 |
|
|
2025
Q1 | $685K | Sell |
8,413
-7,897
| -48% | -$643K | ﹤0.01% | 1622 |
|
|
2024
Q4 | $1.47M | Sell |
16,310
-2,348
| -13% | -$211K | 0.01% | 1176 |
|
|
2024
Q3 | $1.16M | Buy |
18,658
+1,605
| +9% | +$99.7K | 0.01% | 1242 |
|
|
2024
Q2 | $844K | Buy |
17,053
+2,774
| +19% | +$137K | ﹤0.01% | 1427 |
|
|
2024
Q1 | $850K | Buy |
14,279
+3,152
| +28% | +$188K | 0.01% | 1336 |
|
|
2023
Q4 | $662K | Sell |
11,127
-9,952
| -47% | -$592K | 0.01% | 1354 |
|
|
2023
Q3 | $885K | Sell |
21,079
-3,758
| -15% | -$158K | 0.01% | 1051 |
|
|
2023
Q2 | $1.27M | Sell |
24,837
-3,470
| -12% | -$177K | 0.01% | 866 |
|
|
2023
Q1 | $1.65M | Sell |
28,307
-15,184
| -35% | -$885K | 0.02% | 723 |
|
|
2022
Q4 | $2.41M | Sell |
43,491
-2,174
| -5% | -$120K | 0.02% | 670 |
|
|
2022
Q3 | $2.44M | Buy |
45,665
+2,630
| +6% | +$141K | 0.03% | 595 |
|
|
2022
Q2 | $2.47M | Buy |
43,035
+1,589
| +4% | +$91.2K | 0.03% | 592 |
|
|
2022
Q1 | $4.44M | Buy |
41,446
+1,523
| +4% | +$163K | 0.05% | 406 |
|
|
2021
Q4 | $6.08M | Buy |
39,923
+1,093
| +3% | +$166K | 0.06% | 317 |
|
|
2021
Q3 | $10M | Buy |
38,830
+1,208
| +3% | +$311K | 0.1% | 220 |
|
|
2021
Q2 | $10.5M | Buy |
37,622
+882
| +2% | +$247K | 0.12% | 194 |
|
|
2021
Q1 | $7.44M | Sell |
36,740
-2,758
| -7% | -$558K | 0.09% | 241 |
|
|
2020
Q4 | $8.92M | Buy |
39,498
+1,855
| +5% | +$419K | 0.1% | 220 |
|
|
2020
Q3 | $8.08M | Buy |
+37,643
| New | +$8.08M | 0.15% | 165 |
|