Summit Securities Group’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-414
| Closed | -$33.7K | – | 1018 |
|
|
2025
Q1 | $33.7K | Buy |
+414
| New | +$33.7K | 0.01% | 269 |
|
|
2024
Q1 | – | Sell |
-1,500
| Closed | -$89K | – | 422 |
|
|
2023
Q4 | $89K | Buy |
1,500
+995
| +197% | +$59K | 0.01% | 191 |
|
|
2023
Q3 | $21K | Buy |
505
+205
| +68% | +$8.53K | ﹤0.01% | 211 |
|
|
2023
Q2 | $15K | Buy |
+300
| New | +$15K | ﹤0.01% | 573 |
|
|
2023
Q1 | – | Sell |
-624
| Closed | -$35K | – | 752 |
|
|
2022
Q4 | $35K | Sell |
624
-41,073
| -99% | -$2.3M | ﹤0.01% | 568 |
|
|
2022
Q3 | $2.23M | Buy |
+41,697
| New | +$2.23M | 0.17% | 35 |
|
|
2022
Q2 | – | Sell |
-813
| Closed | -$87K | – | 770 |
|
|
2022
Q1 | $87K | Buy |
+813
| New | +$87K | 0.01% | 348 |
|