LFG
Larson Financial Group’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Sell |
24,285
-885
| -4% | -$68.9K | 0.08% | 221 |
|
|
2025
Q1 | $2.05M | Buy |
25,170
+25,018
| +16,459% | +$2.04M | 0.1% | 183 |
|
|
2024
Q4 | $13.7K | Buy |
152
+35
| +30% | +$3.15K | ﹤0.01% | 1369 |
|
|
2024
Q3 | $7.27K | Sell |
117
-32
| -21% | -$1.99K | ﹤0.01% | 1582 |
|
|
2024
Q2 | $7.97K | Buy |
149
+30
| +25% | +$1.61K | ﹤0.01% | 1327 |
|
|
2024
Q1 | $7.09K | Sell |
119
-126
| -51% | -$7.5K | ﹤0.01% | 1119 |
|
|
2023
Q4 | $14.6K | Sell |
245
-104
| -30% | -$6.18K | ﹤0.01% | 922 |
|
|
2023
Q3 | $14.7K | Buy |
349
+22
| +7% | +$924 | ﹤0.01% | 898 |
|
|
2023
Q2 | $16.7K | Sell |
327
-69
| -17% | -$3.53K | ﹤0.01% | 791 |
|
|
2023
Q1 | $23.1K | Buy |
396
+56
| +16% | +$3.27K | ﹤0.01% | 708 |
|
|
2022
Q4 | $18.8K | Hold |
340
| – | – | ﹤0.01% | 704 |
|
|
2022
Q3 | $18K | Buy |
340
+75
| +28% | +$3.97K | ﹤0.01% | 650 |
|
|
2022
Q2 | $15K | Sell |
265
-294
| -53% | -$16.6K | ﹤0.01% | 614 |
|
|
2022
Q1 | $60K | Sell |
559
-16
| -3% | -$1.72K | 0.01% | 351 |
|
|
2021
Q4 | $88K | Buy |
575
+316
| +122% | +$48.4K | 0.01% | 294 |
|
|
2021
Q3 | $67K | Sell |
259
-112
| -30% | -$29K | 0.01% | 252 |
|
|
2021
Q2 | $104K | Sell |
371
-10
| -3% | -$2.8K | 0.02% | 184 |
|
|
2021
Q1 | $77K | Buy |
381
+37
| +11% | +$7.48K | 0.02% | 196 |
|
|
2020
Q4 | $76K | Buy |
344
+216
| +169% | +$47.7K | 0.03% | 163 |
|
|
2020
Q3 | $28K | Buy |
128
+71
| +125% | +$15.5K | 0.01% | 264 |
|
|
2020
Q2 | $10K | Hold |
57
| – | – | ﹤0.01% | 389 |
|
|
2020
Q1 | $5K | Buy |
+57
| New | +$5K | ﹤0.01% | 364 |
|