SFO
DOCU

Stokes Family Office’s DocuSign DOCU Stock Holding History

Stokes Family Office’s Portfolio DOCU Stock Details DOCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-9,568
Closed -$549K – 278
2022
Q2 		$549K Buy
9,568
+510
+6% +$41.3K 0.07% 155
2022
Q1 		$970K Sell
9,058
-391
-4% -$44.9K 0.13% 102
2021
Q4 		$1.44M Buy
9,449
+3
+0% +$684 0.18% 83
2021
Q3 		$2.43M Sell
9,446
-37
-0.4% -$10.7K 0.34% 63
2021
Q2 		$2.65M Sell
9,483
-2
-0% -$447 0.38% 61
2021
Q1 		$1.92M Sell
9,485
-1
-0% -$232 0.3% 66
2020
Q4 		$2.11M Buy
9,486
+46
+0.5% +$10.3K 0.42% 53
2020
Q3 		$2.03M Sell
9,440
-2,116
-18% -$439K 0.46% 51
2020
Q2 		$1.99M Buy
11,556
+5,952
+106% +$750K 0.5% 51
2020
Q1 		$518K Buy
5,604
+180
+3% +$14.5K 0.14% 95
2019
Q4 		$402K Buy
+5,424
New +$373K 0.09% 103

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