Orion Portfolio Solutions’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.29M | Buy |
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|
2024
Q4 | $1.07M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.4M | Sell |
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|
2023
Q1 | $1.62M | Sell |
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|
2022
Q4 | $1.61M | Sell |
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|
2022
Q3 | $1.63M | Sell |
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|
2022
Q2 | $1.78M | Sell |
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|
2022
Q1 | $3.46M | Buy |
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|
2021
Q4 | $1.19M | Buy |
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|
2021
Q3 | $359K | Sell |
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|
2021
Q2 | $467K | Sell |
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|
2021
Q1 | $359K | Sell |
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|
2020
Q4 | $454K | Buy |
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|
2020
Q3 | $399K | Sell |
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|
2020
Q2 | $442K | Sell |
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|
2020
Q1 | $286K | Buy |
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|
2019
Q4 | $229K | Buy |
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