Sunbelt Securities’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $292K | Buy |
3,247
+268
| +9% | +$24.1K | 0.03% | 491 |
|
|
2025
Q1 | $242K | Sell |
2,979
-268
| -8% | -$21.8K | 0.02% | 519 |
|
|
2024
Q4 | $298K | Hold |
3,247
| – | – | 0.03% | 487 |
|
|
2024
Q3 | $202K | Sell |
3,247
-165
| -5% | -$10.2K | 0.02% | 585 |
|
|
2024
Q2 | $183K | Hold |
3,412
| – | – | 0.02% | 576 |
|
|
2024
Q1 | $203K | Buy |
3,412
+572
| +20% | +$34.1K | 0.02% | 530 |
|
|
2023
Q4 | $169K | Sell |
2,840
-128
| -4% | -$7.61K | 0.02% | 543 |
|
|
2023
Q3 | $125K | Buy |
2,968
+1,570
| +112% | +$65.9K | 0.02% | 595 |
|
|
2023
Q2 | $71.4K | Buy |
1,398
+609
| +77% | +$31.1K | 0.01% | 719 |
|
|
2023
Q1 | $44.6K | Buy |
+789
| New | +$44.6K | 0.01% | 776 |
|