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
2026 Q1	$584K	Buy	+12,326	New	+$631K	0.03%	401
2025 Q4	–	Sell	-3,762	Closed	-$271K	–	521
2025 Q3	$271K	Sell	3,762 -6,435	-63%	-$496K	0.03%	402
2025 Q2	$794K	Buy	10,197 +478	+5%	+$38.7K	0.09%	242
2025 Q1	$791K	Buy	9,719 +2,517	+35%	+$220K	0.11%	217
2024 Q4	$648K	Sell	7,202 -2,009	-22%	-$160K	0.09%	243
2024 Q3	$572K	Buy	+9,211	New	+$516K	0.08%	270
2022 Q3	–	Sell	-18	Closed	-$1K	–	798
2022 Q2	$1K	Sell	18 -167	-90%	-$13.5K	﹤0.01%	1881
2022 Q1	$20K	Sell	185 -26	-12%	-$2.98K	﹤0.01%	1083
2021 Q4	$32K	Buy	211 +25	+13%	+$5.7K	0.01%	1030
2021 Q3	$48K	Sell	186 -1,800	-91%	-$519K	0.01%	876
2021 Q2	$555K	Buy	1,986 +1,663	+515%	+$372K	0.1%	210
2021 Q1	$65K	Hold	323	–	–	0.01%	683
2020 Q4	$72K	Sell	323 -400	-55%	-$89.8K	0.02%	579
2020 Q3	$156K	Buy	723 +348	+93%	+$72.2K	0.05%	310
2020 Q2	$65K	Buy	375 +175	+88%	+$22.1K	0.02%	452
2020 Q1	$18K	Buy	200 +100	+100%	+$8.04K	0.01%	687
2019 Q4	$7K	Buy	+100	New	+$6.87K	﹤0.01%	905