Stonegate Investment Group’s DocuSign DOCU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,404	Closed	-$216K	–	405
2024 Q4	$216K	Buy	+2,404	New	+$216K	0.01%	323
2022 Q2	–	Sell	-2,557	Closed	-$274K	–	325
2022 Q1	$274K	Buy	2,557 +384	+18%	+$41.1K	0.01%	214
2021 Q4	$331K	Buy	+2,173	New	+$331K	0.01%	203