Rodgers Brothers’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $837K | Buy |
10,750
+2,910
| +37% | +$227K | 0.11% | 147 |
|
|
2025
Q1 | $638K | Hold |
7,840
| – | – | 0.09% | 164 |
|
|
2024
Q4 | $705K | Hold |
7,840
| – | – | 0.09% | 155 |
|
|
2024
Q3 | $487K | Sell |
7,840
-150
| -2% | -$9.31K | 0.06% | 184 |
|
|
2024
Q2 | $427K | Sell |
7,990
-50
| -0.6% | -$2.68K | 0.06% | 191 |
|
|
2024
Q1 | $479K | Buy |
8,040
+125
| +2% | +$7.44K | 0.07% | 179 |
|
|
2023
Q4 | $471K | Buy |
7,915
+900
| +13% | +$53.5K | 0.07% | 171 |
|
|
2023
Q3 | $295K | Buy |
7,015
+685
| +11% | +$28.8K | 0.05% | 190 |
|
|
2023
Q2 | $323K | Buy |
6,330
+1,165
| +23% | +$59.5K | 0.06% | 176 |
|
|
2023
Q1 | $301K | Buy |
5,165
+250
| +5% | +$14.6K | 0.06% | 185 |
|
|
2022
Q4 | $272K | Buy |
4,915
+265
| +6% | +$14.7K | 0.05% | 182 |
|
|
2022
Q3 | $249K | Hold |
4,650
| – | – | 0.05% | 190 |
|
|
2022
Q2 | $267K | Buy |
4,650
+950
| +26% | +$54.5K | 0.05% | 185 |
|
|
2022
Q1 | $396K | Buy |
+3,700
| New | +$396K | 0.07% | 168 |
|