RCA
Resonant Capital Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Buy |
18,245
+448
| +3% | +$34.9K | 0.09% | 134 |
|
|
2025
Q1 | $1.45M | Buy |
17,797
+205
| +1% | +$16.7K | 0.1% | 128 |
|
|
2024
Q4 | $1.58M | Buy |
17,592
+76
| +0.4% | +$6.84K | 0.12% | 121 |
|
|
2024
Q3 | $1.09M | Buy |
17,516
+157
| +0.9% | +$9.75K | 0.08% | 145 |
|
|
2024
Q2 | $929K | Buy |
17,359
+541
| +3% | +$28.9K | 0.08% | 148 |
|
|
2024
Q1 | $1M | Sell |
16,818
-482
| -3% | -$28.7K | 0.09% | 142 |
|
|
2023
Q4 | $1.03M | Buy |
17,300
+4,464
| +35% | +$265K | 0.1% | 133 |
|
|
2023
Q3 | $539K | Buy |
12,836
+350
| +3% | +$14.7K | 0.06% | 167 |
|
|
2023
Q2 | $638K | Sell |
12,486
-185
| -1% | -$9.45K | 0.07% | 154 |
|
|
2023
Q1 | $739K | Buy |
12,671
+101
| +0.8% | +$5.89K | 0.08% | 135 |
|
|
2022
Q4 | $697K | Buy |
12,570
+4
| +0% | +$222 | 0.09% | 138 |
|
|
2022
Q3 | $672K | Buy |
12,566
+124
| +1% | +$6.63K | 0.1% | 124 |
|
|
2022
Q2 | $714K | Sell |
12,442
-125
| -1% | -$7.17K | 0.11% | 120 |
|
|
2022
Q1 | $1.37M | Buy |
12,567
+486
| +4% | +$52.8K | 0.2% | 93 |
|
|
2021
Q4 | $1.84M | Buy |
12,081
+216
| +2% | +$32.9K | 0.28% | 74 |
|
|
2021
Q3 | $3.05M | Buy |
11,865
+300
| +3% | +$77.2K | 0.53% | 38 |
|
|
2021
Q2 | $3.23M | Hold |
11,565
| – | – | 0.63% | 29 |
|
|
2021
Q1 | $2.34M | Buy |
11,565
+264
| +2% | +$53.4K | 0.48% | 44 |
|
|
2020
Q4 | $2.51M | Sell |
11,301
-268
| -2% | -$59.6K | 0.59% | 30 |
|
|
2020
Q3 | $2.49M | Sell |
11,569
-4,291
| -27% | -$924K | 0.71% | 26 |
|
|
2020
Q2 | $2.73M | Sell |
15,860
-1,989
| -11% | -$342K | 0.79% | 24 |
|
|
2020
Q1 | $1.65M | Buy |
17,849
+4,710
| +36% | +$435K | 0.6% | 51 |
|
|
2019
Q4 | $974K | Buy |
+13,139
| New | +$974K | 0.31% | 100 |
|