Sovereign Financial Group’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 |
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|
2025
Q1 | $244K | Sell |
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|
2024
Q4 | $289K | Sell |
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|
2024
Q3 | $279K | Buy |
|
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|
2024
Q2 | $230K | Buy |
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|
2024
Q1 | $234K | Buy |
|
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|
2023
Q3 | – | Sell |
|
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|
2023
Q2 | $229K | Buy |
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|
2023
Q1 | $217K | Buy |
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|
2022
Q4 | – | Sell |
|
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|
2022
Q3 | $215K | Buy |
|
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|
2022
Q2 | $221K | Sell |
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|
2022
Q1 | $613K | Buy |
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|
2021
Q4 | $256K | Sell |
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|
2021
Q3 | $1M | Buy |
|
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|
2021
Q2 | $690K | Hold |
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|
2021
Q1 | $690K | Sell |
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|
2020
Q4 | $898K | Buy |
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