PFG Investments’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Sell |
3,159
-107
| -3% | -$8.33K | 0.01% | 816 |
|
|
2025
Q1 | $266K | Buy |
3,266
+47
| +1% | +$3.83K | 0.02% | 766 |
|
|
2024
Q4 | $290K | Sell |
3,219
-3,752
| -54% | -$337K | 0.02% | 727 |
|
|
2024
Q3 | $433K | Sell |
6,971
-740
| -10% | -$45.9K | 0.03% | 556 |
|
|
2024
Q2 | $413K | Sell |
7,711
-6,908
| -47% | -$370K | 0.03% | 529 |
|
|
2024
Q1 | $871K | Buy |
+14,619
| New | +$871K | 0.05% | 364 |
|