Legacy Financial Advisors’s DocuSign DOCU Stock Holding History

Legacy Financial Advisors’s Portfolio DOCU Stock Details DOCU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$399K	Buy
2025 Q1	$412K	Sell
2024 Q4	$458K	Buy
2024 Q3	$314K	Hold
2024 Q2	$271K	Sell
2024 Q1	$302K	Hold
2023 Q4	$301K	Buy
2022 Q2	–	Sell
2022 Q1	$274K	Buy