Stephens Inc’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-2,974
| Closed | -$203K | – | 1336 |
|
|
2025
Q4 | $203K | Sell |
2,974
-143
| -5% | -$9.89K | ﹤0.01% | 1203 |
|
|
2025
Q3 | $225K | Sell |
3,117
-145
| -4% | -$11.2K | ﹤0.01% | 1167 |
|
|
2025
Q2 | $254K | Sell |
3,262
-213
| -6% | -$17.2K | ﹤0.01% | 1079 |
|
|
2025
Q1 | $283K | Sell |
3,475
-140
| -4% | -$12.3K | ﹤0.01% | 1012 |
|
|
2024
Q4 | $325K | Sell |
3,615
-17
| -0.5% | -$1.36K | ﹤0.01% | 981 |
|
|
2024
Q3 | $226K | Sell |
3,632
-154
| -4% | -$8.63K | ﹤0.01% | 1152 |
|
|
2024
Q2 | $203K | Buy |
3,786
+271
| +8% | +$15.3K | ﹤0.01% | 1165 |
|
|
2024
Q1 | $209K | Sell |
3,515
-54
| -2% | -$3.05K | ﹤0.01% | 1148 |
|
|
2023
Q4 | $212K | Buy |
+3,569
| New | +$164K | ﹤0.01% | 1061 |
|
|
2023
Q3 | – | Sell |
-34,300
| Closed | -$1.75M | – | 1231 |
|
|
2023
Q2 | $1.75M | Sell |
34,300
-3,405
| -9% | -$180K | 0.03% | 410 |
|
|
2023
Q1 | $2.2M | Buy |
37,705
+1,771
| +5% | +$106K | 0.04% | 366 |
|
|
2022
Q4 | $1.99M | Sell |
35,934
-3,118
| -8% | -$152K | 0.04% | 372 |
|
|
2022
Q3 | $2.09M | Buy |
39,052
+313
| +0.8% | +$19.6K | 0.04% | 352 |
|
|
2022
Q2 | $2.22M | Sell |
38,739
-9,182
| -19% | -$743K | 0.04% | 349 |
|
|
2022
Q1 | $5.13M | Buy |
47,921
+34,105
| +247% | +$3.91M | 0.08% | 249 |
|
|
2021
Q4 | $2.1M | Buy |
13,816
+7,082
| +105% | +$1.61M | 0.03% | 449 |
|
|
2021
Q3 | $1.73M | Buy |
6,734
+1,661
| +33% | +$479K | 0.03% | 494 |
|
|
2021
Q2 | $1.42M | Buy |
5,073
+622
| +14% | +$139K | 0.02% | 561 |
|
|
2021
Q1 | $901K | Buy |
4,451
+1,775
| +66% | +$412K | 0.01% | 652 |
|
|
2020
Q4 | $595K | Buy |
2,676
+119
| +5% | +$26.7K | 0.01% | 725 |
|
|
2020
Q3 | $550K | Sell |
2,557
-2,048
| -44% | -$425K | 0.01% | 707 |
|
|
2020
Q2 | $793K | Sell |
4,605
-1,540
| -25% | -$194K | 0.02% | 579 |
|
|
2020
Q1 | $568K | Buy |
6,145
+2,554
| +71% | +$205K | 0.02% | 606 |
|
|
2019
Q4 | $266K | Sell |
3,591
-226
| -6% | -$15.5K | 0.01% | 912 |
|
|
2019
Q3 | $236K | Sell |
3,817
-231
| -6% | -$12.1K | 0.01% | 1003 |
|
|
2019
Q2 | $201K | Buy |
4,048
+1,348
| +50% | +$72K | ﹤0.01% | 1068 |
|
|
2019
Q1 | $140K | Buy |
+2,700
| New | +$138K | ﹤0.01% | 1099 |
|
Other funds holding DOCU
VPM
VCM
