Kestra Private Wealth Services’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $694K | Buy |
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|
2025
Q3 | $669K | Sell |
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|
2025
Q2 | $794K | Sell |
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|
2025
Q1 | $1.02M | Buy |
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|
2024
Q4 | $329K | Sell |
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|
2024
Q3 | $295K | Sell |
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|
2024
Q2 | $309K | Sell |
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|
2024
Q1 | $371K | Sell |
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|
2023
Q4 | $425K | Sell |
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|
2023
Q3 | $351K | Buy |
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|
2023
Q2 | $355K | Buy |
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|
2023
Q1 | $389K | Buy |
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|
2022
Q4 | $358K | Buy |
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|
2022
Q3 | $345K | Buy |
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|
2022
Q2 | $309K | Sell |
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|
2022
Q1 | $619K | Buy |
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|
2021
Q4 | $753K | Sell |
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|
2021
Q3 | $1.28M | Buy |
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|
2021
Q2 | $1.39M | Buy |
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|
2021
Q1 | $795K | Sell |
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|
2020
Q4 | $906K | Buy |
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|
2020
Q3 | $809K | Buy |
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