Patriot Financial Group Insurance Agency’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $271K | Sell |
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|
2025
Q2 | $794K | Buy |
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|
2025
Q1 | $791K | Buy |
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|
2024
Q4 | $648K | Sell |
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|
2024
Q3 | $572K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1K | Sell |
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|
2022
Q1 | $20K | Sell |
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|
2021
Q4 | $32K | Buy |
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|
2021
Q3 | $48K | Sell |
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|
2021
Q2 | $555K | Buy |
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|
2021
Q1 | $65K | Hold |
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|
2020
Q4 | $72K | Sell |
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|
2020
Q3 | $156K | Buy |
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|
2020
Q2 | $65K | Buy |
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|
2020
Q1 | $18K | Buy |
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|
2019
Q4 | $7K | Buy |
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