LPL Financial’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.6M | Sell |
118,090
-51,335
| -30% | -$2.63M | ﹤0.01% | 2523 |
|
|
2025
Q4 | $11.6M | Buy |
169,425
+1,207
| +0.7% | +$83.5K | ﹤0.01% | 1805 |
|
|
2025
Q3 | $12.1M | Sell |
168,218
-7,255
| -4% | -$559K | ﹤0.01% | 1699 |
|
|
2025
Q2 | $13.7M | Sell |
175,473
-17,820
| -9% | -$1.44M | ﹤0.01% | 1498 |
|
|
2025
Q1 | $15.7M | Sell |
193,293
-16,634
| -8% | -$1.46M | 0.01% | 1310 |
|
|
2024
Q4 | $18.9M | Buy |
209,927
+23,181
| +12% | +$1.85M | 0.01% | 1129 |
|
|
2024
Q3 | $11.6M | Sell |
186,746
-26,534
| -12% | -$1.49M | 0.01% | 1368 |
|
|
2024
Q2 | $11.4M | Buy |
213,280
+65,920
| +45% | +$3.72M | 0.01% | 1294 |
|
|
2024
Q1 | $8.78M | Sell |
147,360
-11,637
| -7% | -$657K | ﹤0.01% | 1426 |
|
|
2023
Q4 | $9.45M | Sell |
158,997
-52,203
| -25% | -$2.39M | 0.01% | 1291 |
|
|
2023
Q3 | $8.87M | Buy |
211,200
+4,262
| +2% | +$209K | 0.01% | 1229 |
|
|
2023
Q2 | $10.6M | Sell |
206,938
-15,356
| -7% | -$813K | 0.01% | 1104 |
|
|
2023
Q1 | $13M | Sell |
222,294
-2,290
| -1% | -$137K | 0.01% | 960 |
|
|
2022
Q4 | $12.4M | Sell |
224,584
-31,711
| -12% | -$1.54M | 0.01% | 909 |
|
|
2022
Q3 | $13.7M | Sell |
256,295
-17,223
| -6% | -$1.08M | 0.01% | 804 |
|
|
2022
Q2 | $15.7M | Sell |
273,518
-2,646
| -1% | -$214K | 0.01% | 730 |
|
|
2022
Q1 | $29.6M | Sell |
276,164
-70,593
| -20% | -$8.1M | 0.03% | 513 |
|
|
2021
Q4 | $52.8M | Buy |
346,757
+49,578
| +17% | +$11.3M | 0.04% | 353 |
|
|
2021
Q3 | $76.5M | Buy |
297,179
+1,195
| +0.4% | +$344K | 0.07% | 253 |
|
|
2021
Q2 | $82.7M | Buy |
295,984
+1,681
| +0.6% | +$376K | 0.08% | 223 |
|
|
2021
Q1 | $59.6M | Buy |
294,303
+15,469
| +6% | +$3.59M | 0.07% | 264 |
|
|
2020
Q4 | $62M | Sell |
278,834
-1,276
| -0.5% | -$287K | 0.08% | 233 |
|
|
2020
Q3 | $60.3M | Buy |
280,110
+10,706
| +4% | +$2.22M | 0.09% | 198 |
|
|
2020
Q2 | $46.4M | Buy |
269,404
+63,716
| +31% | +$8.03M | 0.08% | 224 |
|
|
2020
Q1 | $19M | Buy |
205,688
+28,525
| +16% | +$2.29M | 0.04% | 327 |
|
|
2019
Q4 | $13.1M | Buy |
177,163
+3,164
| +2% | +$217K | 0.02% | 486 |
|
|
2019
Q3 | $10.8M | Sell |
173,999
-4,524
| -3% | -$237K | 0.02% | 508 |
|
|
2019
Q2 | $8.87M | Buy |
178,523
+33,836
| +23% | +$1.81M | 0.02% | 560 |
|
|
2019
Q1 | $7.5M | Buy |
144,687
+7,069
| +5% | +$361K | 0.02% | 606 |
|
|
2018
Q4 | $5.52M | Buy |
137,618
+71,446
| +108% | +$3M | 0.01% | 647 |
|
|
2018
Q3 | $3.48M | Buy |
66,172
+28,242
| +74% | +$1.6M | 0.01% | 893 |
|
|
2018
Q2 | $2.01M | Buy |
+37,930
| New | +$1.91M | 0.01% | 1130 |
|
Other funds holding DOCU
VPM
VCM
