Steward Partners Investment Advisory’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $522K | Sell |
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|
2025
Q2 | $695K | Sell |
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|
2025
Q1 | $766K | Sell |
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|
2024
Q4 | $855K | Sell |
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|
2024
Q3 | $2.08M | Buy |
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|
2024
Q2 | $418K | Sell |
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|
2024
Q1 | $586K | Buy |
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|
2023
Q4 | $464K | Buy |
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|
2023
Q3 | $264K | Sell |
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|
2023
Q2 | $789K | Sell |
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|
2023
Q1 | $1.04M | Buy |
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|
2022
Q4 | $676K | Sell |
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|
2022
Q3 | $734K | Sell |
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|
2022
Q2 | $813K | Sell |
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|
2022
Q1 | $1.52M | Buy |
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|
2021
Q4 | $1.99M | Sell |
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|
2021
Q3 | $4.44M | Buy |
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|
2021
Q2 | $3.58M | Buy |
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|
2021
Q1 | $1.96M | Buy |
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|
2020
Q4 | $1.79M | Buy |
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|
2020
Q3 | $1.58M | Buy |
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|
2020
Q2 | $1.12M | Sell |
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|
2020
Q1 | $1.16M | Buy |
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|
2019
Q4 | $368K | Buy |
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|
2019
Q3 | $299K | Buy |
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|
2019
Q2 | $211K | Buy |
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|
2019
Q1 | $207K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $928K | Buy |
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|
2018
Q2 | $446K | Buy |
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