RFG Advisory’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270K | Buy |
3,466
+100
| +3% | +$7.79K | 0.01% | 811 |
|
|
2025
Q1 | $274K | Buy |
+3,366
| New | +$274K | 0.01% | 742 |
|
|
2024
Q2 | – | Sell |
-3,845
| Closed | -$229K | – | 716 |
|
|
2024
Q1 | $229K | Buy |
+3,845
| New | +$229K | 0.01% | 661 |
|
|
2021
Q2 | – | Sell |
-1,043
| Closed | -$211K | – | 436 |
|
|
2021
Q1 | $211K | Buy |
1,043
+92
| +10% | +$18.6K | 0.02% | 413 |
|
|
2020
Q4 | $233K | Sell |
951
-188
| -17% | -$46.1K | 0.03% | 393 |
|
|
2020
Q3 | $245K | Sell |
1,139
-63
| -5% | -$13.6K | 0.03% | 354 |
|
|
2020
Q2 | $207K | Buy |
+1,202
| New | +$207K | 0.03% | 360 |
|