SFG
Sovereign Financial Group’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,992
| Closed | -$244K | – | 314 |
|
|
2025
Q1 | $244K | Sell |
2,992
-227
| -7% | -$18.5K | 0.06% | 256 |
|
|
2024
Q4 | $289K | Sell |
3,219
-1,268
| -28% | -$114K | 0.07% | 235 |
|
|
2024
Q3 | $279K | Buy |
4,487
+184
| +4% | +$11.4K | 0.07% | 233 |
|
|
2024
Q2 | $230K | Buy |
4,303
+374
| +10% | +$20K | 0.06% | 249 |
|
|
2024
Q1 | $234K | Buy |
+3,929
| New | +$234K | 0.06% | 252 |
|
|
2023
Q3 | – | Sell |
-4,477
| Closed | -$229K | – | 232 |
|
|
2023
Q2 | $229K | Buy |
4,477
+763
| +21% | +$39K | 0.07% | 213 |
|
|
2023
Q1 | $217K | Buy |
+3,714
| New | +$217K | 0.08% | 200 |
|
|
2022
Q4 | – | Sell |
-4,017
| Closed | -$215K | – | 222 |
|
|
2022
Q3 | $215K | Buy |
4,017
+162
| +4% | +$8.67K | 0.09% | 186 |
|
|
2022
Q2 | $221K | Sell |
3,855
-1,872
| -33% | -$107K | 0.09% | 189 |
|
|
2022
Q1 | $613K | Buy |
5,727
+4,043
| +240% | +$433K | 0.23% | 103 |
|
|
2021
Q4 | $256K | Sell |
1,684
-2,208
| -57% | -$336K | 0.1% | 170 |
|
|
2021
Q3 | $1M | Buy |
3,892
+482
| +14% | +$124K | 0.58% | 43 |
|
|
2021
Q2 | $690K | Hold |
3,410
| – | – | 0.42% | 54 |
|
|
2021
Q1 | $690K | Sell |
3,410
-628
| -16% | -$127K | 0.43% | 52 |
|
|
2020
Q4 | $898K | Buy |
+4,038
| New | +$898K | 0.65% | 40 |
|