Merit Financial Group’s DocuSign DOCU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.42M Sell
18,264
-68
-0.4% -$5.3K 0.02% 638
2025
Q1
$1.49M Sell
18,332
-184
-1% -$15K 0.02% 513
2024
Q4
$1.67M Buy
18,516
+3,352
+22% +$301K 0.03% 390
2024
Q3
$942K Buy
15,164
+2,664
+21% +$165K 0.02% 440
2024
Q2
$669K Sell
12,500
-84
-0.7% -$4.49K 0.01% 510
2024
Q1
$753K Buy
12,584
+1,180
+10% +$70.6K 0.02% 472
2023
Q4
$678K Buy
11,404
+943
+9% +$56.1K 0.02% 407
2023
Q3
$439K Sell
10,461
-540
-5% -$22.7K 0.01% 484
2023
Q2
$562K Sell
11,001
-215
-2% -$11K 0.02% 437
2023
Q1
$654K Buy
11,216
+297
+3% +$17.3K 0.02% 349
2022
Q4
$605K Buy
+10,919
New +$605K 0.02% 383