Orion Portfolio Solutions’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.29M | Buy |
15,801
+3,871
| +32% | +$315K | 0.01% | 942 |
|
|
2024
Q4 | $1.07M | Buy |
+11,930
| New | +$1.07M | 0.01% | 1012 |
|
|
2023
Q3 | – | Sell |
-27,363
| Closed | -$1.4M | – | 1627 |
|
|
2023
Q2 | $1.4M | Sell |
27,363
-452
| -2% | -$23.1K | 0.01% | 804 |
|
|
2023
Q1 | $1.62M | Sell |
27,815
-1,229
| -4% | -$71.7K | 0.02% | 677 |
|
|
2022
Q4 | $1.61M | Sell |
29,044
-1,350
| -4% | -$74.8K | 0.06% | 219 |
|
|
2022
Q3 | $1.63M | Sell |
30,394
-579
| -2% | -$31K | 0.06% | 186 |
|
|
2022
Q2 | $1.78M | Sell |
30,973
-1,332
| -4% | -$76.4K | 0.07% | 171 |
|
|
2022
Q1 | $3.46M | Buy |
32,305
+24,482
| +313% | +$2.62M | 0.12% | 112 |
|
|
2021
Q4 | $1.19M | Buy |
7,823
+6,428
| +461% | +$979K | 0.04% | 238 |
|
|
2021
Q3 | $359K | Sell |
1,395
-275
| -16% | -$70.8K | 0.01% | 481 |
|
|
2021
Q2 | $467K | Sell |
1,670
-103
| -6% | -$28.8K | 0.02% | 382 |
|
|
2021
Q1 | $359K | Sell |
1,773
-268
| -13% | -$54.3K | 0.02% | 394 |
|
|
2020
Q4 | $454K | Buy |
2,041
+185
| +10% | +$41.2K | 0.02% | 315 |
|
|
2020
Q3 | $399K | Sell |
1,856
-713
| -28% | -$153K | 0.02% | 303 |
|
|
2020
Q2 | $442K | Sell |
2,569
-524
| -17% | -$90.2K | 0.02% | 262 |
|
|
2020
Q1 | $286K | Buy |
3,093
+8
| +0.3% | +$740 | 0.02% | 264 |
|
|
2019
Q4 | $229K | Buy |
+3,085
| New | +$229K | 0.02% | 298 |
|