SeaCrest Wealth Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,474
| Closed | -$527K | – | 635 |
|
|
2025
Q1 | $527K | Sell |
6,474
-950
| -13% | -$77.3K | 0.06% | 318 |
|
|
2024
Q4 | $668K | Sell |
7,424
-2,909
| -28% | -$262K | 0.07% | 267 |
|
|
2024
Q3 | $642K | Sell |
10,333
-406
| -4% | -$25.2K | 0.07% | 287 |
|
|
2024
Q2 | $575K | Sell |
10,739
-588
| -5% | -$31.5K | 0.07% | 286 |
|
|
2024
Q1 | $675K | Buy |
11,327
+240
| +2% | +$14.3K | 0.08% | 253 |
|
|
2023
Q4 | $606K | Buy |
11,087
+243
| +2% | +$13.3K | 0.07% | 271 |
|
|
2023
Q3 | $455K | Sell |
10,844
-887
| -8% | -$37.3K | 0.06% | 327 |
|
|
2023
Q2 | $599K | Buy |
11,731
+89
| +0.8% | +$4.55K | 0.08% | 275 |
|
|
2023
Q1 | $679K | Buy |
+11,642
| New | +$679K | 0.09% | 251 |
|
|
2022
Q3 | – | Sell |
-2,951
| Closed | -$169K | – | 843 |
|
|
2022
Q2 | $169K | Sell |
2,951
-809
| -22% | -$46.3K | 0.02% | 666 |
|
|
2022
Q1 | $403K | Sell |
3,760
-861
| -19% | -$92.3K | 0.05% | 427 |
|
|
2021
Q4 | $704K | Sell |
4,621
-713
| -13% | -$109K | 0.08% | 256 |
|
|
2021
Q3 | $1.37M | Buy |
5,334
+784
| +17% | +$202K | 0.17% | 127 |
|
|
2021
Q2 | $1.27M | Sell |
4,550
-142
| -3% | -$39.7K | 0.15% | 137 |
|
|
2021
Q1 | $950K | Sell |
4,692
-53
| -1% | -$10.7K | 0.13% | 186 |
|
|
2020
Q4 | $1.06M | Sell |
4,745
-32
| -0.7% | -$7.12K | 0.15% | 148 |
|
|
2020
Q3 | $1.03M | Buy |
4,777
+2,326
| +95% | +$501K | 0.16% | 128 |
|
|
2020
Q2 | $422K | Buy |
+2,451
| New | +$422K | 0.07% | 283 |
|
|
2019
Q2 | – | Sell |
-51
| Closed | -$3K | – | 847 |
|
|
2019
Q1 | $3K | Buy |
+51
| New | +$3K | ﹤0.01% | 1836 |
|
|
2018
Q3 | – | Sell |
-200
| Closed | -$11K | – | 2272 |
|
|
2018
Q2 | $11K | Buy |
+200
| New | +$11K | ﹤0.01% | 1569 |
|