LFAS
Level Four Advisory Services’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.34M | Sell |
94,176
-6,961
| -7% | -$542K | 0.27% | 93 |
|
|
2025
Q1 | $8.23M | Sell |
101,137
-5,689
| -5% | -$463K | 0.34% | 68 |
|
|
2024
Q4 | $9.61M | Buy |
106,826
+2,370
| +2% | +$213K | 0.39% | 53 |
|
|
2024
Q3 | $7.25M | Buy |
104,456
+139
| +0.1% | +$9.64K | 0.31% | 79 |
|
|
2024
Q2 | $5.58M | Buy |
104,317
+20,256
| +24% | +$1.08M | 0.25% | 110 |
|
|
2024
Q1 | $5M | Buy |
84,061
+5,681
| +7% | +$338K | 0.27% | 88 |
|
|
2023
Q4 | $4.66M | Sell |
78,380
-13,943
| -15% | -$829K | 0.26% | 99 |
|
|
2023
Q3 | $3.88M | Buy |
92,323
+513
| +0.6% | +$21.5K | 0.25% | 105 |
|
|
2023
Q2 | $4.69M | Buy |
91,810
+24,847
| +37% | +$1.27M | 0.28% | 82 |
|
|
2023
Q1 | $3.9M | Buy |
66,963
+13,021
| +24% | +$759K | 0.26% | 93 |
|
|
2022
Q4 | $2.99M | Sell |
53,942
-11,314
| -17% | -$627K | 0.22% | 108 |
|
|
2022
Q3 | $3.49M | Buy |
65,256
+5,024
| +8% | +$269K | 0.34% | 79 |
|
|
2022
Q2 | $3.46M | Buy |
60,232
+17,704
| +42% | +$1.02M | 0.33% | 86 |
|
|
2022
Q1 | $4.56M | Buy |
42,528
+23,504
| +124% | +$2.52M | 0.36% | 70 |
|
|
2021
Q4 | $2.9M | Buy |
19,024
+11,367
| +148% | +$1.73M | 0.22% | 118 |
|
|
2021
Q3 | $1.97M | Sell |
7,657
-435
| -5% | -$112K | 0.21% | 124 |
|
|
2021
Q2 | $2.26M | Buy |
8,092
+137
| +2% | +$38.3K | 0.16% | 151 |
|
|
2021
Q1 | $1.61M | Sell |
7,955
-192
| -2% | -$38.9K | 0.13% | 182 |
|
|
2020
Q4 | $1.81M | Buy |
8,147
+784
| +11% | +$174K | 0.15% | 159 |
|
|
2020
Q3 | $1.59M | Sell |
7,363
-1,314
| -15% | -$283K | 0.12% | 170 |
|
|
2020
Q2 | $1.49M | Buy |
8,677
+783
| +10% | +$135K | 0.12% | 185 |
|
|
2020
Q1 | $727K | Sell |
7,894
-511
| -6% | -$47.1K | 0.09% | 254 |
|
|
2019
Q4 | $621K | Buy |
+8,405
| New | +$621K | 0.02% | 351 |
|
|
2019
Q3 | – | Sell |
-4,450
| Closed | -$221K | – | 506 |
|
|
2019
Q2 | $221K | Buy |
4,450
+85
| +2% | +$4.22K | 0.02% | 479 |
|
|
2019
Q1 | $226K | Buy |
+4,365
| New | +$226K | 0.02% | 462 |
|
|
2018
Q4 | – | Sell |
-7,165
| Closed | -$377K | – | 542 |
|
|
2018
Q3 | $377K | Buy |
7,165
+1,965
| +38% | +$103K | 0.04% | 407 |
|
|
2018
Q2 | $275K | Buy |
+5,200
| New | +$275K | 0.02% | 501 |
|