Principal Securities’s DocuSign DOCU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$725K Buy
9,309
+903
+11% +$70.3K 0.01% 711
2025
Q1
$756K Hold
8,406
0.02% 643
2024
Q4
$756K Buy
8,406
+2,890
+52% +$260K 0.02% 638
2024
Q3
$342K Buy
5,516
+3,849
+231% +$239K 0.01% 884
2024
Q2
$89.2K Sell
1,667
-228
-12% -$12.2K ﹤0.01% 1382
2024
Q1
$113K Sell
1,895
-479
-20% -$28.5K ﹤0.01% 1233
2023
Q4
$141K Buy
+2,374
New +$141K 0.01% 1062