LFA
Legacy Financial Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $399K | Buy |
5,119
+52
| +1% | +$4.05K | 0.06% | 229 |
|
|
2025
Q1 | $412K | Sell |
5,067
-20
| -0.4% | -$1.63K | 0.07% | 228 |
|
|
2024
Q4 | $458K | Buy |
5,087
+29
| +0.6% | +$2.61K | 0.08% | 206 |
|
|
2024
Q3 | $314K | Hold |
5,058
| – | – | 0.05% | 269 |
|
|
2024
Q2 | $271K | Sell |
5,058
-10
| -0.2% | -$535 | 0.05% | 271 |
|
|
2024
Q1 | $302K | Hold |
5,068
| – | – | 0.05% | 251 |
|
|
2023
Q4 | $301K | Buy |
+5,068
| New | +$301K | 0.06% | 228 |
|
|
2022
Q2 | – | Sell |
-2,558
| Closed | -$274K | – | 232 |
|
|
2022
Q1 | $274K | Buy |
+2,558
| New | +$274K | 0.06% | 179 |
|