Patriot Financial Group Insurance Agency’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $794K | Buy |
10,197
+478
| +5% | +$37.2K | 0.09% | 242 |
|
|
2025
Q1 | $791K | Buy |
9,719
+2,517
| +35% | +$205K | 0.11% | 217 |
|
|
2024
Q4 | $648K | Sell |
7,202
-2,009
| -22% | -$181K | 0.09% | 243 |
|
|
2024
Q3 | $572K | Buy |
+9,211
| New | +$572K | 0.08% | 270 |
|
|
2022
Q3 | – | Sell |
-18
| Closed | -$1K | – | 797 |
|
|
2022
Q2 | $1K | Sell |
18
-167
| -90% | -$9.28K | ﹤0.01% | 1881 |
|
|
2022
Q1 | $20K | Sell |
185
-26
| -12% | -$2.81K | ﹤0.01% | 1083 |
|
|
2021
Q4 | $32K | Buy |
211
+25
| +13% | +$3.79K | 0.01% | 1030 |
|
|
2021
Q3 | $48K | Sell |
186
-1,800
| -91% | -$465K | 0.01% | 876 |
|
|
2021
Q2 | $555K | Buy |
1,986
+1,663
| +515% | +$465K | 0.1% | 210 |
|
|
2021
Q1 | $65K | Hold |
323
| – | – | 0.01% | 683 |
|
|
2020
Q4 | $72K | Sell |
323
-400
| -55% | -$89.2K | 0.02% | 579 |
|
|
2020
Q3 | $156K | Buy |
723
+348
| +93% | +$75.1K | 0.05% | 310 |
|
|
2020
Q2 | $65K | Buy |
375
+175
| +88% | +$30.3K | 0.02% | 452 |
|
|
2020
Q1 | $18K | Buy |
200
+100
| +100% | +$9K | 0.01% | 687 |
|
|
2019
Q4 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 905 |
|