RFG Advisory’s DocuSign DOCU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$270K Buy
2025
Q1
$274K Buy
2024
Q2
Sell
2024
Q1
$229K Buy
2021
Q2
Sell
2021
Q1
$211K Buy
2020
Q4
$233K Sell
2020
Q3
$245K Sell
2020
Q2
$207K Buy