Prime Capital Investment Advisors’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,149
| Closed | -$419K | – | 974 |
|
|
2025
Q1 | $419K | Buy |
+5,149
| New | +$419K | ﹤0.01% | 726 |
|
|
2024
Q2 | – | Sell |
-6,261
| Closed | -$373K | – | 936 |
|
|
2024
Q1 | $373K | Sell |
6,261
-4,859
| -44% | -$289K | 0.01% | 713 |
|
|
2023
Q4 | $661K | Sell |
11,120
-2,128
| -16% | -$127K | 0.01% | 508 |
|
|
2023
Q3 | $556K | Buy |
13,248
+5,028
| +61% | +$211K | 0.01% | 448 |
|
|
2023
Q2 | $420K | Buy |
8,220
+2,099
| +34% | +$107K | 0.01% | 515 |
|
|
2023
Q1 | $357K | Buy |
+6,121
| New | +$357K | 0.01% | 398 |
|
|
2022
Q3 | – | Sell |
-5,743
| Closed | -$330K | – | 407 |
|
|
2022
Q2 | $330K | Buy |
5,743
+243
| +4% | +$14K | 0.02% | 280 |
|
|
2022
Q1 | $838K | Hold |
5,500
| – | – | 0.05% | 185 |
|
|
2021
Q4 | $838K | Buy |
5,500
+278
| +5% | +$42.4K | 0.04% | 187 |
|
|
2021
Q3 | $1.34M | Buy |
+5,222
| New | +$1.34M | 0.08% | 159 |
|
|
2021
Q2 | – | Sell |
-361
| Closed | -$73K | – | 422 |
|
|
2021
Q1 | $73K | Buy |
361
+140
| +63% | +$28.3K | 0.01% | 308 |
|
|
2020
Q4 | $49K | Sell |
221
-3,680
| -94% | -$816K | ﹤0.01% | 323 |
|
|
2020
Q3 | $840K | Buy |
+3,901
| New | +$840K | 0.07% | 165 |
|
|
2020
Q2 | – | Sell |
-30
| Closed | -$3K | – | 470 |
|
|
2020
Q1 | $3K | Sell |
30
-116
| -79% | -$11.6K | ﹤0.01% | 445 |
|
|
2019
Q4 | $11K | Buy |
+146
| New | +$11K | ﹤0.01% | 480 |
|