Oak Family Advisors’s DocuSign DOCU Stock Holding History

Oak Family Advisors’s Portfolio DOCU Stock Details DOCU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$7.14M	Buy
2025 Q2	$7.41M	Buy
2025 Q1	$5.77M	Sell
2024 Q4	$7.51M	Sell
2024 Q3	$6.9M	Buy
2024 Q2	$5.11M	Buy
2024 Q1	$3.75M	Buy
2023 Q4	$2.96M	Buy