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