Stratos Wealth Partners’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 |
-2,493
| Closed | -$224K | – | 1398 |
|
|
2024
Q4 | $224K | Buy |
+2,493
| New | +$224K | ﹤0.01% | 1293 |
|
|
2024
Q1 | – | Sell |
-4,754
| Closed | -$283K | – | 1402 |
|
|
2023
Q4 | $283K | Sell |
4,754
-485
| -9% | -$28.8K | 0.01% | 1109 |
|
|
2023
Q3 | $220K | Buy |
+5,239
| New | +$220K | ﹤0.01% | 1127 |
|
|
2022
Q4 | – | Sell |
-5,407
| Closed | -$289K | – | 1150 |
|
|
2022
Q3 | $289K | Sell |
5,407
-1,561
| -22% | -$83.4K | 0.01% | 881 |
|
|
2022
Q2 | $400K | Sell |
6,968
-882
| -11% | -$50.6K | 0.01% | 815 |
|
|
2022
Q1 | $841K | Buy |
7,850
+720
| +10% | +$77.1K | 0.02% | 617 |
|
|
2021
Q4 | $1.09M | Buy |
7,130
+897
| +14% | +$137K | 0.02% | 532 |
|
|
2021
Q3 | $1.61M | Sell |
6,233
-178
| -3% | -$45.8K | 0.04% | 369 |
|
|
2021
Q2 | $1.79M | Sell |
6,411
-1,302
| -17% | -$364K | 0.04% | 375 |
|
|
2021
Q1 | $1.56M | Sell |
7,713
-774
| -9% | -$157K | 0.04% | 372 |
|
|
2020
Q4 | $1.89M | Buy |
8,487
+1,948
| +30% | +$433K | 0.06% | 281 |
|
|
2020
Q3 | $1.41M | Buy |
6,539
+1,883
| +40% | +$405K | 0.05% | 316 |
|
|
2020
Q2 | $802K | Buy |
4,656
+1,644
| +55% | +$283K | 0.03% | 430 |
|
|
2020
Q1 | $278K | Buy |
+3,012
| New | +$278K | 0.01% | 715 |
|
|
2018
Q4 | – | Sell |
-950
| Closed | -$50K | – | 1212 |
|
|
2018
Q3 | $50K | Buy |
+950
| New | +$50K | ﹤0.01% | 1458 |
|