SWA
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Stratos Wealth Advisors’s DocuSign DOCU Stock Holding History

Stratos Wealth Advisors’s Portfolio DOCU Stock Details DOCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-12,406
Closed -$1.12M – 684
2024
Q4 		$1.12M Buy
+12,406
New +$1.12M 0.05% 310