Rockefeller Capital Management’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.8M | Buy |
215,159
+2,207
| +1% | +$172K | 0.04% | 437 |
|
|
2025
Q1 | $17.3M | Sell |
212,952
-2,075
| -1% | -$169K | 0.04% | 406 |
|
|
2024
Q4 | $19.3M | Sell |
215,027
-248,761
| -54% | -$22.4M | 0.05% | 352 |
|
|
2024
Q3 | $28.8M | Sell |
463,788
-2,429
| -0.5% | -$151K | 0.08% | 252 |
|
|
2024
Q2 | $24.9M | Buy |
466,217
+43,350
| +10% | +$2.32M | 0.07% | 262 |
|
|
2024
Q1 | $25.2M | Buy |
422,867
+149,153
| +54% | +$8.88M | 0.07% | 268 |
|
|
2023
Q4 | $16.3M | Buy |
273,714
+81,557
| +42% | +$4.85M | 0.05% | 337 |
|
|
2023
Q3 | $8.07M | Buy |
192,157
+17,421
| +10% | +$732K | 0.03% | 474 |
|
|
2023
Q2 | $8.93M | Buy |
174,736
+31,800
| +22% | +$1.62M | 0.03% | 461 |
|
|
2023
Q1 | $8.33M | Buy |
142,936
+4,943
| +4% | +$288K | 0.04% | 462 |
|
|
2022
Q4 | $7.65M | Buy |
137,993
+123,277
| +838% | +$6.83M | 0.04% | 431 |
|
|
2022
Q3 | $786K | Sell |
14,716
-88,933
| -86% | -$4.75M | ﹤0.01% | 1102 |
|
|
2022
Q2 | $5.95M | Sell |
103,649
-3,066
| -3% | -$176K | 0.03% | 470 |
|
|
2022
Q1 | $11.4M | Buy |
106,715
+12,564
| +13% | +$1.35M | 0.06% | 328 |
|
|
2021
Q4 | $14.3M | Buy |
94,151
+3,364
| +4% | +$512K | 0.07% | 278 |
|
|
2021
Q3 | $23.4M | Sell |
90,787
-14,801
| -14% | -$3.81M | 0.12% | 188 |
|
|
2021
Q2 | $29.5M | Sell |
105,588
-21,619
| -17% | -$6.04M | 0.17% | 147 |
|
|
2021
Q1 | $25.8M | Sell |
127,207
-10,665
| -8% | -$2.16M | 0.17% | 137 |
|
|
2020
Q4 | $30.6M | Sell |
137,872
-18,098
| -12% | -$4.02M | 0.23% | 108 |
|
|
2020
Q3 | $33.6M | Buy |
155,970
+3,061
| +2% | +$659K | 0.31% | 74 |
|
|
2020
Q2 | $26.3M | Sell |
152,909
-15,953
| -9% | -$2.75M | 0.28% | 83 |
|
|
2020
Q1 | $15.6M | Sell |
168,862
-26,390
| -14% | -$2.44M | 0.2% | 106 |
|
|
2019
Q4 | $14.5M | Sell |
195,252
-5,000
| -2% | -$371K | 0.18% | 118 |
|
|
2019
Q3 | $12.4M | Sell |
200,252
-30,000
| -13% | -$1.86M | 0.17% | 117 |
|
|
2019
Q2 | $11.4M | Sell |
230,252
-57,920
| -20% | -$2.88M | 0.16% | 111 |
|
|
2019
Q1 | $14.9M | Sell |
288,172
-19,750
| -6% | -$1.02M | 0.21% | 97 |
|
|
2018
Q4 | $12.3M | Buy |
+307,922
| New | +$12.3M | 0.22% | 100 |
|