Rehmann Capital Advisory Group’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-4,005
| Closed | -$283K | – | 663 |
|
|
2025
Q3 | $283K | Sell |
4,005
-311
| -7% | -$24K | 0.02% | 516 |
|
|
2025
Q2 | $336K | Sell |
4,316
-1,244
| -22% | -$101K | 0.02% | 443 |
|
|
2025
Q1 | $453K | Sell |
5,560
-2,971
| -35% | -$260K | 0.03% | 381 |
|
|
2024
Q4 | $767K | Buy |
8,531
+446
| +6% | +$35.6K | 0.05% | 257 |
|
|
2024
Q3 | $514K | Sell |
8,085
-401
| -5% | -$22.5K | 0.03% | 332 |
|
|
2024
Q2 | $454K | Buy |
8,486
+99
| +1% | +$5.58K | 0.03% | 346 |
|
|
2024
Q1 | $499K | Buy |
8,387
+2,130
| +34% | +$120K | 0.04% | 316 |
|
|
2023
Q4 | $372K | Sell |
6,257
-710
| -10% | -$32.6K | 0.03% | 376 |
|
|
2023
Q3 | $293K | Buy |
6,967
+1,714
| +33% | +$84K | 0.03% | 403 |
|
|
2023
Q2 | $268K | Sell |
5,253
-2
| -0% | -$106 | 0.02% | 450 |
|
|
2023
Q1 | $306K | Buy |
5,255
+815
| +18% | +$48.6K | 0.03% | 414 |
|
|
2022
Q4 | $246K | Sell |
4,440
-758
| -15% | -$36.9K | 0.03% | 468 |
|
|
2022
Q3 | $278K | Buy |
5,198
+383
| +8% | +$24K | 0.03% | 399 |
|
|
2022
Q2 | $276K | Buy |
4,815
+1,057
| +28% | +$85.6K | 0.03% | 391 |
|
|
2022
Q1 | $398K | Buy |
3,758
+1,896
| +102% | +$218K | 0.04% | 352 |
|
|
2021
Q4 | $284K | Sell |
1,862
-395
| -18% | -$90.1K | 0.03% | 449 |
|
|
2021
Q3 | $581K | Sell |
2,257
-2,043
| -48% | -$589K | 0.06% | 290 |
|
|
2021
Q2 | $1.2M | Buy |
+4,300
| New | +$961K | 0.12% | 147 |
|
|
2021
Q1 | – | Sell |
-1,218
| Closed | -$487K | – | 517 |
|
|
2020
Q4 | $487K | Sell |
1,218
-73
| -6% | -$16.4K | 0.06% | 270 |
|
|
2020
Q3 | $278K | Sell |
1,291
-313
| -20% | -$65K | 0.04% | 342 |
|
|
2020
Q2 | $276K | Buy |
+1,604
| New | +$202K | 0.04% | 337 |
|
|
2019
Q3 | $167K | Buy |
2,690
+1,135
| +73% | +$59.4K | 0.02% | 340 |
|
|
2019
Q2 | $77.3K | Buy |
1,555
+681
| +78% | +$36.4K | 0.01% | 694 |
|
|
2019
Q1 | $45.3K | Buy |
874
+606
| +226% | +$30.9K | 0.01% | 843 |
|
|
2018
Q4 | $10.7K | Buy |
268
+9
| +3% | +$378 | ﹤0.01% | 1027 |
|
|
2018
Q3 | $13.6K | Hold |
259
| – | – | ﹤0.01% | 1251 |
|
|
2018
Q2 | $13.7K | Buy |
+259
| New | +$13.1K | ﹤0.01% | 1236 |
|
Other funds holding DOCU
JCAM
