OneDigital Investment 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 | $250K | Buy |
3,203
+143
| +5% | +$11.1K | ﹤0.01% | 1267 |
|
|
2025
Q1 | $249K | Buy |
3,060
+414
| +16% | +$33.7K | ﹤0.01% | 1208 |
|
|
2024
Q4 | $238K | Buy |
+2,646
| New | +$238K | ﹤0.01% | 1244 |
|
|
2021
Q4 | – | Sell |
-1,250
| Closed | -$322K | – | 777 |
|
|
2021
Q3 | $322K | Sell |
1,250
-250
| -17% | -$64.4K | 0.01% | 546 |
|
|
2021
Q2 | $419K | Hold |
1,500
| – | – | 0.02% | 454 |
|
|
2021
Q1 | $304K | Sell |
1,500
-250
| -14% | -$50.7K | 0.01% | 503 |
|
|
2020
Q4 | $422K | Hold |
1,750
| – | – | 0.02% | 386 |
|
|
2020
Q3 | $382K | Sell |
1,750
-250
| -13% | -$54.6K | 0.03% | 359 |
|
|
2020
Q2 | $397K | Sell |
2,000
-1,000
| -33% | -$199K | 0.03% | 355 |
|
|
2020
Q1 | $357K | Hold |
3,000
| – | – | 0.03% | 326 |
|
|
2019
Q4 | $222K | Buy |
+3,000
| New | +$222K | 0.02% | 476 |
|
|
2018
Q4 | – | Sell |
-500
| Closed | -$26K | – | 1151 |
|
|
2018
Q3 | $26K | Hold |
500
| – | – | 0.01% | 576 |
|
|
2018
Q2 | $26K | Buy |
+500
| New | +$26K | 0.01% | 712 |
|