Stifel Financial’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 | $4.33M | Buy |
91,324
+14,908
| +20% | +$763K | ﹤0.01% | 1429 |
|
|
2025
Q4 | $5.23M | Sell |
76,416
-10,608
| -12% | -$734K | ﹤0.01% | 1305 |
|
|
2025
Q3 | $6.27M | Sell |
87,024
-34,536
| -28% | -$2.66M | 0.01% | 1179 |
|
|
2025
Q2 | $9.47M | Buy |
121,560
+31,953
| +36% | +$2.58M | 0.01% | 909 |
|
|
2025
Q1 | $7.29M | Buy |
89,607
+3,970
| +5% | +$348K | 0.01% | 993 |
|
|
2024
Q4 | $7.7M | Buy |
85,637
+6,525
| +8% | +$521K | 0.01% | 975 |
|
|
2024
Q3 | $4.91M | Sell |
79,112
-1,343
| -2% | -$75.3K | 0.01% | 1220 |
|
|
2024
Q2 | $4.3M | Sell |
80,455
-39,034
| -33% | -$2.2M | ﹤0.01% | 1234 |
|
|
2024
Q1 | $7.12M | Buy |
119,489
+35,981
| +43% | +$2.03M | 0.01% | 953 |
|
|
2023
Q4 | $4.96M | Sell |
83,508
-3,812
| -4% | -$175K | 0.01% | 1099 |
|
|
2023
Q3 | $3.67M | Sell |
87,320
-9,984
| -10% | -$489K | 0.01% | 1210 |
|
|
2023
Q2 | $4.97M | Sell |
97,304
-20,451
| -17% | -$1.08M | 0.01% | 1043 |
|
|
2023
Q1 | $6.87M | Sell |
117,755
-13,457
| -10% | -$803K | 0.01% | 842 |
|
|
2022
Q4 | $7.27M | Buy |
131,212
+9,879
| +8% | +$481K | 0.01% | 802 |
|
|
2022
Q3 | $6.49M | Buy |
121,333
+66
| +0.1% | +$4.14K | 0.01% | 812 |
|
|
2022
Q2 | $6.96M | Buy |
121,267
+3,267
| +3% | +$264K | 0.01% | 804 |
|
|
2022
Q1 | $12.6M | Buy |
118,000
+209
| +0.2% | +$24K | 0.02% | 625 |
|
|
2021
Q4 | $17.9M | Sell |
117,791
-25,187
| -18% | -$5.74M | 0.02% | 535 |
|
|
2021
Q3 | $36.8M | Buy |
142,978
+2,623
| +2% | +$756K | 0.05% | 299 |
|
|
2021
Q2 | $39.2M | Buy |
140,355
+18,337
| +15% | +$4.1M | 0.06% | 283 |
|
|
2021
Q1 | $24.7M | Sell |
122,018
-58,364
| -32% | -$13.5M | 0.04% | 363 |
|
|
2020
Q4 | $40.1M | Buy |
180,382
+7,535
| +4% | +$1.69M | 0.07% | 253 |
|
|
2020
Q3 | $37.2M | Sell |
172,847
-21,321
| -11% | -$4.43M | 0.08% | 239 |
|
|
2020
Q2 | $33.4M | Sell |
194,168
-45,068
| -19% | -$5.68M | 0.08% | 239 |
|
|
2020
Q1 | $22.1M | Sell |
239,236
-11,068
| -4% | -$890K | 0.06% | 267 |
|
|
2019
Q4 | $18.5M | Buy |
250,304
+50,618
| +25% | +$3.48M | 0.04% | 379 |
|
|
2019
Q3 | $12.3M | Buy |
199,686
+39,506
| +25% | +$2.07M | 0.03% | 477 |
|
|
2019
Q2 | $7.97M | Buy |
160,180
+12,142
| +8% | +$648K | 0.02% | 662 |
|
|
2019
Q1 | $7.65M | Buy |
148,038
+15,270
| +12% | +$779K | 0.02% | 635 |
|
|
2018
Q4 | $5.34M | Buy |
132,768
+37,314
| +39% | +$1.57M | 0.02% | 737 |
|
|
2018
Q3 | $5.03M | Buy |
95,454
+48,718
| +104% | +$2.76M | 0.01% | 842 |
|
|
2018
Q2 | $2.47M | Buy |
+46,736
| New | +$2.36M | 0.01% | 1095 |
|
Other funds holding DOCU
VPM
VCM
