Sigma Planning Corp’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,390
| Closed | -$357K | – | 1266 |
|
|
2025
Q1 | $357K | Sell |
4,390
-2,588
| -37% | -$227K | 0.01% | 869 |
|
|
2024
Q4 | $628K | Buy |
6,978
+2,275
| +48% | +$182K | 0.02% | 642 |
|
|
2024
Q3 | $292K | Buy |
4,703
+106
| +2% | +$5.94K | 0.01% | 964 |
|
|
2024
Q2 | $246K | Sell |
4,597
-400
| -8% | -$22.6K | 0.01% | 1003 |
|
|
2024
Q1 | $298K | Buy |
4,997
+535
| +12% | +$30.2K | 0.01% | 964 |
|
|
2023
Q4 | $265K | Sell |
4,462
-849
| -16% | -$38.9K | 0.02% | 670 |
|
|
2023
Q3 | $223K | Buy |
5,311
+807
| +18% | +$39.6K | 0.01% | 1047 |
|
|
2023
Q2 | $230K | Sell |
4,504
-4
| -0.1% | -$212 | 0.01% | 1043 |
|
|
2023
Q1 | $263K | Buy |
+4,508
| New | +$269K | 0.01% | 1052 |
|
|
2022
Q3 | – | Sell |
-7,238
| Closed | -$415K | – | 1278 |
|
|
2022
Q2 | $415K | Sell |
7,238
-3,182
| -31% | -$258K | 0.02% | 834 |
|
|
2022
Q1 | $1.12M | Buy |
10,420
+4,952
| +91% | +$568K | 0.03% | 492 |
|
|
2021
Q4 | $833K | Sell |
5,468
-10,532
| -66% | -$2.4M | 0.02% | 624 |
|
|
2021
Q3 | $4.12M | Buy |
16,000
+3,773
| +31% | +$1.09M | 0.13% | 177 |
|
|
2021
Q2 | $3.42M | Sell |
12,227
-2,387
| -16% | -$534K | 0.1% | 218 |
|
|
2021
Q1 | $2.96M | Buy |
14,614
+3,270
| +29% | +$758K | 0.1% | 241 |
|
|
2020
Q4 | $2.52M | Buy |
11,344
+4,128
| +57% | +$927K | 0.09% | 234 |
|
|
2020
Q3 | $1.55M | Buy |
7,216
+1,648
| +30% | +$342K | 0.06% | 297 |
|
|
2020
Q2 | $959K | Buy |
5,568
+841
| +18% | +$106K | 0.04% | 401 |
|
|
2020
Q1 | $437K | Buy |
+4,727
| New | +$380K | 0.03% | 526 |
|
|
2018
Q4 | – | Sell |
-8,115
| Closed | -$427K | – | 874 |
|
|
2018
Q3 | $427K | Buy |
+8,115
| New | +$460K | 0.03% | 537 |
|
Other funds holding DOCU
JCAM
NMO
