SFP
Sandbox Financial Partners’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Buy |
+4,494
| New | +$350K | 0.11% | 82 |
|
|
2021
Q4 | – | Sell |
-1,093
| Closed | -$281K | – | 108 |
|
|
2021
Q3 | $281K | Sell |
1,093
-246
| -18% | -$63.2K | 0.2% | 69 |
|
|
2021
Q2 | $374K | Buy |
1,339
+27
| +2% | +$7.54K | 0.28% | 47 |
|
|
2021
Q1 | $270K | Buy |
1,312
+152
| +13% | +$31.3K | 0.22% | 58 |
|
|
2020
Q4 | $258K | Buy |
+1,160
| New | +$258K | 0.24% | 58 |
|