SFG
DOCU

Sovereign Financial Group’s DocuSign DOCU Stock Holding History

Sovereign Financial Group’s Portfolio DOCU Stock Details DOCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,992
Closed -$244K – 314
2025
Q1 		$244K Sell
2,992
-227
-7% -$19.9K 0.06% 256
2024
Q4 		$289K Sell
3,219
-1,268
-28% -$101K 0.07% 235
2024
Q3 		$279K Buy
4,487
+184
+4% +$10.3K 0.07% 233
2024
Q2 		$230K Buy
4,303
+374
+10% +$21.1K 0.06% 249
2024
Q1 		$234K Buy
+3,929
New +$222K 0.06% 252
2023
Q3 		– Sell
-4,477
Closed -$229K – 232
2023
Q2 		$229K Buy
4,477
+763
+21% +$40.4K 0.07% 213
2023
Q1 		$217K Buy
+3,714
New +$222K 0.08% 200
2022
Q4 		– Sell
-4,017
Closed -$215K – 222
2022
Q3 		$215K Buy
4,017
+162
+4% +$10.2K 0.09% 186
2022
Q2 		$221K Sell
3,855
-1,872
-33% -$152K 0.09% 189
2022
Q1 		$613K Buy
5,727
+4,043
+240% +$464K 0.23% 103
2021
Q4 		$256K Sell
1,684
-2,208
-57% -$503K 0.1% 172
2021
Q3 		$1M Buy
3,892
+482
+14% +$139K 0.58% 43
2021
Q2 		$690K Hold
3,410
– – 0.42% 54
2021
Q1 		$690K Sell
3,410
-628
-16% -$146K 0.43% 52
2020
Q4 		$898K Buy
+4,038
New +$907K 0.65% 40

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