Snowden Capital Advisors’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $427K | Sell |
5,481
-525
| -9% | -$40.9K | 0.01% | 843 |
|
2025
Q1 | $489K | Sell |
6,006
-67
| -1% | -$5.45K | 0.02% | 749 |
|
2024
Q4 | $546K | Buy |
+6,073
| New | +$546K | 0.02% | 741 |
|
2023
Q3 | – | Sell |
-6,660
| Closed | -$340K | – | 1082 |
|
2023
Q2 | $340K | Sell |
6,660
-479
| -7% | -$24.5K | 0.01% | 906 |
|
2023
Q1 | $416K | Buy |
7,139
+413
| +6% | +$24.1K | 0.02% | 811 |
|
2022
Q4 | $373K | Buy |
6,726
+138
| +2% | +$7.65K | 0.02% | 843 |
|
2022
Q3 | $352K | Buy |
6,588
+508
| +8% | +$27.1K | 0.02% | 823 |
|
2022
Q2 | $348K | Buy |
6,080
+3,159
| +108% | +$181K | 0.02% | 798 |
|
2022
Q1 | $312K | Buy |
2,921
+2,377
| +437% | +$254K | 0.01% | 804 |
|
2021
Q4 | $82K | Sell |
544
-2,598
| -83% | -$392K | ﹤0.01% | 899 |
|
2021
Q3 | $809K | Buy |
3,142
+993
| +46% | +$256K | 0.04% | 411 |
|
2021
Q2 | $601K | Sell |
2,149
-148
| -6% | -$41.4K | 0.03% | 489 |
|
2021
Q1 | $465K | Buy |
2,297
+253
| +12% | +$51.2K | 0.03% | 514 |
|
2020
Q4 | $454K | Sell |
2,044
-75
| -4% | -$16.7K | 0.03% | 455 |
|
2020
Q3 | $456K | Buy |
2,119
+866
| +69% | +$186K | 0.04% | 403 |
|
2020
Q2 | $216K | Buy |
+1,253
| New | +$216K | 0.02% | 513 |
|