Kovack Advisors’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,303
| Closed | -$207K | – | 595 |
|
|
2024
Q4 | $207K | Buy |
+2,303
| New | +$184K | 0.02% | 559 |
|
|
2024
Q3 | – | Sell |
-8,486
| Closed | -$454K | – | 600 |
|
|
2024
Q2 | $454K | Buy |
8,486
+44
| +0.5% | +$2.48K | 0.05% | 321 |
|
|
2024
Q1 | $503K | Sell |
8,442
-309
| -4% | -$17.4K | 0.06% | 251 |
|
|
2023
Q4 | $520K | Buy |
8,751
+104
| +1% | +$4.77K | 0.06% | 289 |
|
|
2023
Q3 | $363K | Buy |
8,647
+71
| +0.8% | +$3.48K | 0.05% | 336 |
|
|
2023
Q2 | $438K | Sell |
8,576
-2,519
| -23% | -$133K | 0.06% | 322 |
|
|
2023
Q1 | $647K | Sell |
11,095
-25
| -0.2% | -$1.49K | 0.09% | 232 |
|
|
2022
Q4 | $616K | Sell |
11,120
-1,613
| -13% | -$78.5K | 0.09% | 232 |
|
|
2022
Q3 | $681K | Buy |
12,733
+7,348
| +136% | +$461K | 0.1% | 217 |
|
|
2022
Q2 | $309K | Sell |
5,385
-852
| -14% | -$69K | 0.04% | 439 |
|
|
2022
Q1 | $668K | Sell |
6,237
-1,065
| -15% | -$122K | 0.07% | 314 |
|
|
2021
Q4 | $1.11M | Buy |
7,302
+52
| +0.7% | +$11.9K | 0.11% | 200 |
|
|
2021
Q3 | $1.87M | Sell |
7,250
-1,702
| -19% | -$490K | 0.2% | 127 |
|
|
2021
Q2 | $2.5M | Sell |
8,952
-816
| -8% | -$182K | 0.29% | 91 |
|
|
2021
Q1 | $1.98M | Sell |
9,768
-1,857
| -16% | -$431K | 0.26% | 102 |
|
|
2020
Q4 | $2.58M | Buy |
11,625
+2,731
| +31% | +$613K | 0.37% | 62 |
|
|
2020
Q3 | $1.91M | Buy |
8,894
+1,983
| +29% | +$412K | 0.34% | 78 |
|
|
2020
Q2 | $1.19M | Buy |
+6,911
| New | +$871K | 0.23% | 112 |
|
|
2018
Q4 | – | Sell |
-5,001
| Closed | -$263K | – | 438 |
|
|
2018
Q3 | $263K | Sell |
5,001
-263
| -5% | -$14.9K | 0.07% | 324 |
|
|
2018
Q2 | $279K | Buy |
+5,264
| New | +$266K | 0.08% | 288 |
|
Other funds holding DOCU
JCAM
NMO
