Oak Thistle LLC’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-5,521
| Closed | -$449K | – | 494 |
|
2025
Q1 | $449K | Sell |
5,521
-5,085
| -48% | -$414K | 0.09% | 304 |
|
2024
Q4 | $954K | Buy |
+10,606
| New | +$954K | 0.28% | 133 |
|
2024
Q1 | – | Sell |
-19,536
| Closed | -$1.16M | – | 351 |
|
2023
Q4 | $1.16M | Buy |
+19,536
| New | +$1.16M | 0.33% | 92 |
|
2023
Q3 | – | Sell |
-15,821
| Closed | -$808K | – | 494 |
|
2023
Q2 | $808K | Buy |
+15,821
| New | +$808K | 0.43% | 71 |
|