Oxford Financial Group’s DocuSign DOCU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-18,228
Closed -$1.64M 271
2024
Q4
$1.64M Buy
+18,228
New +$1.64M 0.11% 65