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Putney Financial Group’s DocuSign DOCU Stock Holding History

Putney Financial Group’s Portfolio DOCU Stock Details DOCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$19.8K Sell
254
-255
-50% -$19.9K 0.02% 177
2025
Q1 		$41.4K Sell
509
-213
-30% -$17.3K 0.04% 128
2024
Q4 		$64.9K Buy
+722
New +$64.9K 0.06% 123