Loomis, Sayles & Company’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-5,567
| Closed | -$298K | – | 701 |
|
2024
Q2 | $298K | Buy |
5,567
+1,691
| +44% | +$90.5K | ﹤0.01% | 504 |
|
2024
Q1 | $231K | Buy |
3,876
+1,195
| +45% | +$71.2K | ﹤0.01% | 510 |
|
2023
Q4 | $159K | Hold |
2,681
| – | – | ﹤0.01% | 511 |
|
2023
Q3 | $113K | Sell |
2,681
-3,244
| -55% | -$137K | ﹤0.01% | 527 |
|
2023
Q2 | $303K | Buy |
+5,925
| New | +$303K | ﹤0.01% | 505 |
|
2022
Q3 | – | Sell |
-38
| Closed | -$2K | – | 974 |
|
2022
Q2 | $2K | Sell |
38
-95
| -71% | -$5K | ﹤0.01% | 824 |
|
2022
Q1 | $14K | Sell |
133
-2,827
| -96% | -$298K | ﹤0.01% | 662 |
|
2021
Q4 | $451K | Buy |
2,960
+2,368
| +400% | +$361K | ﹤0.01% | 517 |
|
2021
Q3 | $152K | Buy |
592
+507
| +596% | +$130K | ﹤0.01% | 540 |
|
2021
Q2 | $24K | Sell |
85
-52
| -38% | -$14.7K | ﹤0.01% | 650 |
|
2021
Q1 | $28K | Sell |
137
-11
| -7% | -$2.25K | ﹤0.01% | 613 |
|
2020
Q4 | $33K | Buy |
+148
| New | +$33K | ﹤0.01% | 582 |
|