SGA
Strategic Global Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-21,801
| Closed | -$1.77M | – | 144 |
|
|
2025
Q1 | $1.77M | Sell |
21,801
-797
| -4% | -$64.9K | 0.35% | 77 |
|
|
2024
Q4 | $2.03M | Buy |
22,598
+1,233
| +6% | +$111K | 0.37% | 70 |
|
|
2024
Q3 | $1.33M | Sell |
21,365
-222
| -1% | -$13.8K | 0.26% | 88 |
|
|
2024
Q2 | $1.15M | Buy |
21,587
+438
| +2% | +$23.4K | 0.24% | 93 |
|
|
2024
Q1 | $1.26M | Sell |
21,149
-613
| -3% | -$36.5K | 0.27% | 91 |
|
|
2023
Q4 | $1.29M | Buy |
+21,762
| New | +$1.29M | 0.3% | 93 |
|