Raymond James Financial Services Advisors’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $6.99M | Sell |
112,642
-24,237
| -18% | -$1.5M | 0.01% | 1050 |
|
|
2024
Q2 | $7.32M | Sell |
136,879
-1,862
| -1% | -$99.6K | 0.01% | 969 |
|
|
2024
Q1 | $8.26M | Buy |
138,741
+4,444
| +3% | +$265K | 0.01% | 900 |
|
|
2023
Q4 | $7.98M | Sell |
134,297
-21,982
| -14% | -$1.31M | 0.01% | 858 |
|
|
2023
Q3 | $6.56M | Buy |
156,279
+24,045
| +18% | +$1.01M | 0.01% | 884 |
|
|
2023
Q2 | $6.76M | Sell |
132,234
-50,882
| -28% | -$2.6M | 0.01% | 874 |
|
|
2023
Q1 | $10.7M | Buy |
183,116
+45,455
| +33% | +$2.65M | 0.02% | 668 |
|
|
2022
Q4 | $7.63M | Sell |
137,661
-20,089
| -13% | -$1.11M | 0.02% | 772 |
|
|
2022
Q3 | $8.44M | Buy |
157,750
+18,984
| +14% | +$1.02M | 0.02% | 699 |
|
|
2022
Q2 | $7.96M | Sell |
138,766
-17,254
| -11% | -$990K | 0.02% | 722 |
|
|
2022
Q1 | $16.7M | Sell |
156,020
-68,718
| -31% | -$7.36M | 0.03% | 500 |
|
|
2021
Q4 | $34.2M | Buy |
224,738
+20,505
| +10% | +$3.12M | 0.06% | 300 |
|
|
2021
Q3 | $52.6M | Buy |
204,233
+3,550
| +2% | +$914K | 0.11% | 198 |
|
|
2021
Q2 | $56.1M | Sell |
200,683
-14,936
| -7% | -$4.18M | 0.11% | 184 |
|
|
2021
Q1 | $43.7M | Sell |
215,619
-19,679
| -8% | -$3.98M | 0.1% | 211 |
|
|
2020
Q4 | $52.3M | Sell |
235,298
-10,627
| -4% | -$2.36M | 0.13% | 163 |
|
|
2020
Q3 | $52.9M | Sell |
245,925
-8,581
| -3% | -$1.85M | 0.15% | 146 |
|
|
2020
Q2 | $43.8M | Buy |
254,506
+40,198
| +19% | +$6.92M | 0.14% | 156 |
|
|
2020
Q1 | $19.8M | Buy |
214,308
+83,568
| +64% | +$7.72M | 0.09% | 221 |
|
|
2019
Q4 | $9.69M | Buy |
130,740
+44,944
| +52% | +$3.33M | 0.03% | 514 |
|
|
2019
Q3 | $5.31M | Buy |
85,796
+3,975
| +5% | +$246K | 0.02% | 672 |
|
|
2019
Q2 | $4.07M | Buy |
81,821
+20,170
| +33% | +$1M | 0.02% | 760 |
|
|
2019
Q1 | $3.2M | Sell |
61,651
-58,363
| -49% | -$3.03M | 0.01% | 830 |
|
|
2018
Q4 | $4.81M | Buy |
120,014
+6,828
| +6% | +$274K | 0.03% | 550 |
|
|
2018
Q3 | $5.95M | Buy |
113,186
+62,205
| +122% | +$3.27M | 0.03% | 584 |
|
|
2018
Q2 | $2.7M | Buy |
+50,981
| New | +$2.7M | 0.01% | 869 |
|