Sequoia Financial Advisors’s DocuSign DOCU Stock Holding History

Sequoia Financial Advisors’s Portfolio DOCU Stock Details DOCU Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$286K	Buy
2021 Q3	–	Sell
2021 Q2	$283K	Hold
2021 Q1	$205K	Buy
2020 Q4	$218K	Sell
2020 Q3	$519K	Buy
2020 Q2	$387K	Buy