Oak Family Advisors’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.41M | Buy |
95,134
+24,295
| +34% | +$1.89M | 2.34% | 12 |
|
|
2025
Q1 | $5.77M | Sell |
70,839
-12,635
| -15% | -$1.03M | 1.94% | 14 |
|
|
2024
Q4 | $7.51M | Sell |
83,474
-27,647
| -25% | -$2.49M | 2.72% | 9 |
|
|
2024
Q3 | $6.9M | Buy |
111,121
+15,626
| +16% | +$970K | 2.12% | 10 |
|
|
2024
Q2 | $5.11M | Buy |
95,495
+32,472
| +52% | +$1.74M | 1.75% | 19 |
|
|
2024
Q1 | $3.75M | Buy |
63,023
+13,307
| +27% | +$792K | 1.44% | 27 |
|
|
2023
Q4 | $2.96M | Buy |
+49,716
| New | +$2.96M | 1.24% | 31 |
|