Lindbrook Capital’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $110K | Buy |
1,351
+807
| +148% | +$65.7K | 0.01% | 635 |
|
2024
Q4 | $48.9K | Buy |
544
+11
| +2% | +$989 | ﹤0.01% | 817 |
|
2024
Q3 | $33.1K | Buy |
533
+93
| +21% | +$5.77K | ﹤0.01% | 1014 |
|
2024
Q2 | $23.5K | Buy |
440
+14
| +3% | +$749 | ﹤0.01% | 1153 |
|
2024
Q1 | $25.4K | Buy |
426
+97
| +29% | +$5.77K | ﹤0.01% | 1090 |
|
2023
Q4 | $19.5K | Sell |
329
-455
| -58% | -$27K | ﹤0.01% | 1194 |
|
2023
Q3 | $32.9K | Buy |
784
+193
| +33% | +$8.1K | ﹤0.01% | 833 |
|
2023
Q2 | $30.2K | Sell |
591
-76
| -11% | -$3.88K | ﹤0.01% | 896 |
|
2023
Q1 | $38.9K | Sell |
667
-60
| -8% | -$3.5K | ﹤0.01% | 790 |
|
2022
Q4 | $40.3K | Buy |
727
+378
| +108% | +$20.9K | 0.01% | 773 |
|
2022
Q3 | $19K | Sell |
349
-10
| -3% | -$544 | ﹤0.01% | 1004 |
|
2022
Q2 | $21K | Sell |
359
-269
| -43% | -$15.7K | ﹤0.01% | 946 |
|
2022
Q1 | $67K | Buy |
628
+129
| +26% | +$13.8K | 0.01% | 586 |
|
2021
Q4 | $76K | Buy |
499
+177
| +55% | +$27K | 0.01% | 576 |
|
2021
Q3 | $83K | Buy |
322
+19
| +6% | +$4.9K | 0.02% | 306 |
|
2021
Q2 | $85K | Buy |
303
+99
| +49% | +$27.8K | 0.02% | 322 |
|
2021
Q1 | $41K | Sell |
204
-49
| -19% | -$9.85K | 0.01% | 504 |
|
2020
Q4 | $56K | Buy |
253
+170
| +205% | +$37.6K | 0.01% | 368 |
|
2020
Q3 | $18K | Buy |
83
+34
| +69% | +$7.37K | 0.01% | 641 |
|
2020
Q2 | $8K | Buy |
49
+25
| +104% | +$4.08K | ﹤0.01% | 895 |
|
2020
Q1 | $2K | Sell |
24
-226
| -90% | -$18.8K | ﹤0.01% | 1277 |
|
2019
Q4 | $19K | Hold |
250
| – | – | 0.01% | 751 |
|
2019
Q3 | $15K | Buy |
+250
| New | +$15K | 0.01% | 784 |
|