Newbridge Financial Services Group’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	–	Hold	0	–	–	–	1212
2025 Q4	–	Hold	0	–	–	–	1270
2025 Q1	–	Sell	-100	Closed	-$8.99K	–	1070
2024 Q4	$8.99K	Buy	+100	New	+$7.99K	﹤0.01%	757
2024 Q3	–	Sell	-600	Closed	-$32.1K	–	760
2024 Q2	$32.1K	Sell	600 -200	-25%	-$11.3K	0.01%	480
2024 Q1	$47.6K	Sell	800 -110	-12%	-$6.21K	0.02%	403
2023 Q4	$54.1K	Sell	910 -5,264	-85%	-$241K	0.03%	373
2023 Q3	$259K	Sell	6,174 -3	-0%	-$147	0.13%	160
2023 Q2	$316K	Buy	6,177 +619	+11%	+$32.8K	0.15%	134
2023 Q1	$324K	Sell	5,558 -653	-11%	-$39K	0.17%	129
2022 Q4	$344K	Buy	6,211 +1,171	+23%	+$57K	0.2%	111
2022 Q3	$269K	Buy	5,040 +347	+7%	+$21.8K	0.16%	143
2022 Q2	$269K	Sell	4,693 -131	-3%	-$10.6K	0.17%	126
2022 Q1	$517K	Buy	4,824 +1,617	+50%	+$186K	0.25%	83
2021 Q4	$488K	Buy	3,207 +1,313	+69%	+$299K	0.23%	90
2021 Q3	$488K	Buy	1,894 +63	+3%	+$18.2K	0.31%	76
2021 Q2	$512K	Buy	1,831 +116	+7%	+$25.9K	0.31%	70
2021 Q1	$347K	Sell	1,715 -227	-12%	-$52.6K	0.26%	94
2020 Q4	$432K	Buy	1,942 +1,599	+466%	+$359K	0.36%	64
2020 Q3	$74K	Buy	+343	New	+$71.2K	0.07%	237