Prospera Financial Services’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $399K | Buy |
5,119
+124
| +2% | +$9.66K | 0.01% | 992 |
|
|
2025
Q1 | $407K | Buy |
+4,995
| New | +$407K | 0.01% | 868 |
|
|
2024
Q2 | – | Sell |
-5,161
| Closed | -$307K | – | 1148 |
|
|
2024
Q1 | $307K | Sell |
5,161
-298
| -5% | -$17.7K | 0.01% | 893 |
|
|
2023
Q4 | $325K | Buy |
+5,459
| New | +$325K | 0.01% | 812 |
|
|
2023
Q3 | – | Sell |
-5,148
| Closed | -$263K | – | 1021 |
|
|
2023
Q2 | $263K | Sell |
5,148
-910
| -15% | -$46.5K | 0.01% | 859 |
|
|
2023
Q1 | $353K | Sell |
6,058
-1,185
| -16% | -$69.1K | 0.01% | 730 |
|
|
2022
Q4 | $401K | Sell |
7,243
-714
| -9% | -$39.6K | 0.02% | 596 |
|
|
2022
Q3 | $425K | Sell |
7,957
-1,602
| -17% | -$85.6K | 0.02% | 566 |
|
|
2022
Q2 | $548K | Buy |
9,559
+830
| +10% | +$47.6K | 0.03% | 490 |
|
|
2022
Q1 | $935K | Sell |
8,729
-12,384
| -59% | -$1.33M | 0.04% | 443 |
|
|
2021
Q4 | $3.22M | Buy |
21,113
+5,624
| +36% | +$856K | 0.14% | 174 |
|
|
2021
Q3 | $3.99M | Sell |
15,489
-1,414
| -8% | -$364K | 0.2% | 124 |
|
|
2021
Q2 | $4.73M | Sell |
16,903
-2,996
| -15% | -$837K | 0.24% | 102 |
|
|
2021
Q1 | $4.03M | Buy |
19,899
+16,250
| +445% | +$3.29M | 0.24% | 95 |
|
|
2020
Q4 | $810K | Buy |
3,649
+3,219
| +749% | +$715K | 0.06% | 331 |
|
|
2020
Q3 | $93K | Sell |
430
-4,842
| -92% | -$1.05M | 0.04% | 425 |
|
|
2020
Q2 | $908K | Buy |
5,272
+2,468
| +88% | +$425K | 0.08% | 246 |
|
|
2020
Q1 | $259K | Buy |
+2,804
| New | +$259K | 0.03% | 425 |
|
|
2019
Q4 | – | Sell |
-9,455
| Closed | -$585K | – | 608 |
|
|
2019
Q3 | $585K | Sell |
9,455
-110
| -1% | -$6.81K | 0.06% | 270 |
|
|
2019
Q2 | $498K | Buy |
9,565
+180
| +2% | +$9.37K | 0.06% | 289 |
|
|
2019
Q1 | $505K | Buy |
9,385
+3,185
| +51% | +$171K | 0.17% | 165 |
|
|
2018
Q4 | $254K | Sell |
6,200
-180
| -3% | -$7.37K | 0.05% | 322 |
|
|
2018
Q3 | $292K | Sell |
6,380
-2,440
| -28% | -$112K | 0.05% | 316 |
|
|
2018
Q2 | $482K | Buy |
+8,820
| New | +$482K | 0.07% | 241 |
|