Kovack Advisors’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,303
| Closed | -$207K | – | 595 |
|
|
2024
Q4 | $207K | Buy |
+2,303
| New | +$207K | 0.02% | 559 |
|
|
2024
Q3 | – | Sell |
-8,486
| Closed | -$454K | – | 599 |
|
|
2024
Q2 | $454K | Buy |
8,486
+44
| +0.5% | +$2.35K | 0.05% | 321 |
|
|
2024
Q1 | $503K | Sell |
8,442
-309
| -4% | -$18.4K | 0.06% | 251 |
|
|
2023
Q4 | $520K | Buy |
8,751
+104
| +1% | +$6.18K | 0.06% | 289 |
|
|
2023
Q3 | $363K | Buy |
8,647
+71
| +0.8% | +$2.98K | 0.05% | 334 |
|
|
2023
Q2 | $438K | Sell |
8,576
-2,519
| -23% | -$129K | 0.06% | 321 |
|
|
2023
Q1 | $647K | Sell |
11,095
-25
| -0.2% | -$1.46K | 0.09% | 232 |
|
|
2022
Q4 | $616K | Sell |
11,120
-1,613
| -13% | -$89.4K | 0.09% | 232 |
|
|
2022
Q3 | $681K | Buy |
12,733
+7,348
| +136% | +$393K | 0.1% | 217 |
|
|
2022
Q2 | $309K | Sell |
5,385
-852
| -14% | -$48.9K | 0.04% | 437 |
|
|
2022
Q1 | $668K | Sell |
6,237
-1,065
| -15% | -$114K | 0.07% | 313 |
|
|
2021
Q4 | $1.11M | Buy |
7,302
+52
| +0.7% | +$7.92K | 0.11% | 199 |
|
|
2021
Q3 | $1.87M | Sell |
7,250
-1,702
| -19% | -$438K | 0.2% | 127 |
|
|
2021
Q2 | $2.5M | Sell |
8,952
-816
| -8% | -$228K | 0.28% | 91 |
|
|
2021
Q1 | $1.98M | Sell |
9,768
-1,857
| -16% | -$376K | 0.26% | 102 |
|
|
2020
Q4 | $2.58M | Buy |
11,625
+2,731
| +31% | +$607K | 0.37% | 62 |
|
|
2020
Q3 | $1.91M | Buy |
8,894
+1,983
| +29% | +$427K | 0.34% | 78 |
|
|
2020
Q2 | $1.19M | Buy |
+6,911
| New | +$1.19M | 0.23% | 111 |
|
|
2018
Q4 | – | Sell |
-5,001
| Closed | -$263K | – | 419 |
|
|
2018
Q3 | $263K | Sell |
5,001
-263
| -5% | -$13.8K | 0.07% | 324 |
|
|
2018
Q2 | $279K | Buy |
+5,264
| New | +$279K | 0.08% | 288 |
|