Kestra Private Wealth 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 | $794K | Sell |
10,198
-2,304
| -18% | -$179K | 0.01% | 831 |
|
|
2025
Q1 | $1.02M | Buy |
12,502
+8,847
| +242% | +$720K | 0.02% | 677 |
|
|
2024
Q4 | $329K | Sell |
3,655
-1,097
| -23% | -$98.7K | 0.01% | 1097 |
|
|
2024
Q3 | $295K | Sell |
4,752
-1,018
| -18% | -$63.2K | 0.01% | 1088 |
|
|
2024
Q2 | $309K | Sell |
5,770
-464
| -7% | -$24.8K | 0.01% | 1033 |
|
|
2024
Q1 | $371K | Sell |
6,234
-917
| -13% | -$54.6K | 0.01% | 926 |
|
|
2023
Q4 | $425K | Sell |
7,151
-1,213
| -15% | -$72.1K | 0.01% | 792 |
|
|
2023
Q3 | $351K | Buy |
8,364
+1,417
| +20% | +$59.5K | 0.01% | 798 |
|
|
2023
Q2 | $355K | Buy |
6,947
+274
| +4% | +$14K | 0.01% | 756 |
|
|
2023
Q1 | $389K | Buy |
6,673
+209
| +3% | +$12.2K | 0.02% | 677 |
|
|
2022
Q4 | $358K | Buy |
6,464
+18
| +0.3% | +$998 | 0.02% | 617 |
|
|
2022
Q3 | $345K | Buy |
6,446
+1,057
| +20% | +$56.6K | 0.02% | 604 |
|
|
2022
Q2 | $309K | Sell |
5,389
-385
| -7% | -$22.1K | 0.02% | 645 |
|
|
2022
Q1 | $619K | Buy |
5,774
+832
| +17% | +$89.2K | 0.03% | 508 |
|
|
2021
Q4 | $753K | Sell |
4,942
-27
| -0.5% | -$4.11K | 0.04% | 471 |
|
|
2021
Q3 | $1.28M | Buy |
4,969
+6
| +0.1% | +$1.54K | 0.07% | 298 |
|
|
2021
Q2 | $1.39M | Buy |
4,963
+1,038
| +26% | +$290K | 0.08% | 262 |
|
|
2021
Q1 | $795K | Sell |
3,925
-86
| -2% | -$17.4K | 0.06% | 345 |
|
|
2020
Q4 | $906K | Buy |
4,011
+250
| +7% | +$56.5K | 0.07% | 293 |
|
|
2020
Q3 | $809K | Buy |
+3,761
| New | +$809K | 0.07% | 281 |
|