Steward Partners Investment Advisory’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $695K | Sell |
8,923
-483
| -5% | -$37.6K | 0.01% | 1147 |
|
|
2025
Q1 | $766K | Sell |
9,406
-104
| -1% | -$8.47K | 0.01% | 1017 |
|
|
2024
Q4 | $855K | Sell |
9,510
-23,963
| -72% | -$2.16M | 0.01% | 936 |
|
|
2024
Q3 | $2.08M | Buy |
33,473
+25,653
| +328% | +$1.59M | 0.02% | 608 |
|
|
2024
Q2 | $418K | Sell |
7,820
-2,014
| -20% | -$108K | ﹤0.01% | 1136 |
|
|
2024
Q1 | $586K | Buy |
9,834
+2,027
| +26% | +$121K | 0.01% | 993 |
|
|
2023
Q4 | $464K | Buy |
7,807
+1,524
| +24% | +$90.6K | 0.01% | 1031 |
|
|
2023
Q3 | $264K | Sell |
6,283
-9,160
| -59% | -$385K | ﹤0.01% | 1172 |
|
|
2023
Q2 | $789K | Sell |
15,443
-2,315
| -13% | -$118K | 0.01% | 773 |
|
|
2023
Q1 | $1.04M | Buy |
17,758
+5,566
| +46% | +$324K | 0.02% | 683 |
|
|
2022
Q4 | $676K | Sell |
12,192
-1,537
| -11% | -$85.2K | 0.01% | 797 |
|
|
2022
Q3 | $734K | Sell |
13,729
-440
| -3% | -$23.5K | 0.01% | 733 |
|
|
2022
Q2 | $813K | Sell |
14,169
-66
| -0.5% | -$3.79K | 0.01% | 702 |
|
|
2022
Q1 | $1.53M | Buy |
14,235
+1,192
| +9% | +$128K | 0.02% | 562 |
|
|
2021
Q4 | $1.99M | Sell |
13,043
-4,207
| -24% | -$641K | 0.03% | 493 |
|
|
2021
Q3 | $4.44M | Buy |
17,250
+4,443
| +35% | +$1.14M | 0.08% | 278 |
|
|
2021
Q2 | $3.58M | Buy |
12,807
+3,134
| +32% | +$876K | 0.06% | 313 |
|
|
2021
Q1 | $1.96M | Buy |
9,673
+1,614
| +20% | +$327K | 0.03% | 439 |
|
|
2020
Q4 | $1.79M | Buy |
8,059
+704
| +10% | +$157K | 0.04% | 385 |
|
|
2020
Q3 | $1.58M | Buy |
7,355
+869
| +13% | +$187K | 0.04% | 365 |
|
|
2020
Q2 | $1.12M | Sell |
6,486
-6,090
| -48% | -$1.05M | 0.03% | 423 |
|
|
2020
Q1 | $1.16M | Buy |
12,576
+7,608
| +153% | +$703K | 0.04% | 352 |
|
|
2019
Q4 | $368K | Buy |
4,968
+135
| +3% | +$10K | 0.01% | 708 |
|
|
2019
Q3 | $299K | Buy |
4,833
+575
| +14% | +$35.6K | 0.01% | 727 |
|
|
2019
Q2 | $211K | Buy |
4,258
+260
| +7% | +$12.9K | 0.01% | 796 |
|
|
2019
Q1 | $207K | Buy |
+3,998
| New | +$207K | 0.01% | 735 |
|
|
2018
Q4 | – | Sell |
-17,654
| Closed | -$928K | – | 1091 |
|
|
2018
Q3 | $928K | Buy |
17,654
+9,230
| +110% | +$485K | 0.04% | 363 |
|
|
2018
Q2 | $446K | Buy |
+8,424
| New | +$446K | 0.03% | 483 |
|