Oppenheimer & Co’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
14,906
+2,823
| +23% | +$220K | 0.02% | 790 |
|
|
2025
Q1 | $984K | Sell |
12,083
-465
| -4% | -$37.9K | 0.01% | 820 |
|
|
2024
Q4 | $1.13M | Sell |
12,548
-11,555
| -48% | -$1.04M | 0.02% | 737 |
|
|
2024
Q3 | $1.5M | Sell |
24,103
-4,503
| -16% | -$280K | 0.02% | 644 |
|
|
2024
Q2 | $1.53M | Buy |
28,606
+5,735
| +25% | +$307K | 0.02% | 616 |
|
|
2024
Q1 | $1.36M | Sell |
22,871
-4,983
| -18% | -$297K | 0.02% | 639 |
|
|
2023
Q4 | $1.66M | Sell |
27,854
-1,592
| -5% | -$94.6K | 0.03% | 553 |
|
|
2023
Q3 | $1.24M | Buy |
29,446
+297
| +1% | +$12.5K | 0.03% | 601 |
|
|
2023
Q2 | $1.49M | Sell |
29,149
-64
| -0.2% | -$3.27K | 0.03% | 555 |
|
|
2023
Q1 | $1.7M | Buy |
29,213
+1,950
| +7% | +$114K | 0.04% | 495 |
|
|
2022
Q4 | $1.51M | Sell |
27,263
-14,979
| -35% | -$830K | 0.03% | 520 |
|
|
2022
Q3 | $2.26M | Sell |
42,242
-15,788
| -27% | -$844K | 0.05% | 391 |
|
|
2022
Q2 | $3.33M | Sell |
58,030
-4,722
| -8% | -$271K | 0.07% | 325 |
|
|
2022
Q1 | $6.72M | Buy |
62,752
+9,007
| +17% | +$965K | 0.12% | 193 |
|
|
2021
Q4 | $8.19M | Buy |
53,745
+13,629
| +34% | +$2.08M | 0.14% | 152 |
|
|
2021
Q3 | $10.3M | Sell |
40,116
-6,512
| -14% | -$1.68M | 0.19% | 111 |
|
|
2021
Q2 | $13M | Sell |
46,628
-3,331
| -7% | -$931K | 0.23% | 95 |
|
|
2021
Q1 | $10.1M | Sell |
49,959
-30,075
| -38% | -$6.09M | 0.2% | 115 |
|
|
2020
Q4 | $17.8M | Buy |
80,034
+16,538
| +26% | +$3.68M | 0.38% | 56 |
|
|
2020
Q3 | $13.7M | Sell |
63,496
-27,270
| -30% | -$5.87M | 0.34% | 62 |
|
|
2020
Q2 | $15.6M | Buy |
90,766
+4,932
| +6% | +$849K | 0.4% | 47 |
|
|
2020
Q1 | $7.93M | Sell |
85,834
-2,695
| -3% | -$249K | 0.24% | 86 |
|
|
2019
Q4 | $6.56M | Buy |
88,529
+67,899
| +329% | +$5.03M | 0.16% | 139 |
|
|
2019
Q3 | $1.28M | Buy |
20,630
+1,897
| +10% | +$117K | 0.03% | 526 |
|
|
2019
Q2 | $931K | Buy |
18,733
+10,060
| +116% | +$500K | 0.03% | 617 |
|
|
2019
Q1 | $450K | Sell |
8,673
-1,650
| -16% | -$85.6K | 0.01% | 866 |
|
|
2018
Q4 | $414K | Sell |
10,323
-1,056
| -9% | -$42.4K | 0.01% | 806 |
|
|
2018
Q3 | $599K | Buy |
+11,379
| New | +$599K | 0.02% | 793 |
|