Synergy Financial 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 | $362K | Sell |
4,648
-188
| -4% | -$14.6K | 0.27% | 73 |
|
|
2025
Q1 | $394K | Buy |
4,836
+595
| +14% | +$48.4K | 0.35% | 60 |
|
|
2024
Q4 | $381K | Buy |
4,241
+140
| +3% | +$12.6K | 0.32% | 60 |
|
|
2024
Q3 | $255K | Sell |
4,101
-19
| -0.5% | -$1.18K | 0.24% | 81 |
|
|
2024
Q2 | $220K | Buy |
4,120
+331
| +9% | +$17.7K | 0.23% | 75 |
|
|
2024
Q1 | $226K | Buy |
3,789
+369
| +11% | +$22K | 0.25% | 74 |
|
|
2023
Q4 | $203K | Buy |
+3,420
| New | +$203K | 0.25% | 87 |
|
|
2023
Q2 | – | Sell |
-3,489
| Closed | -$203K | – | 82 |
|
|
2023
Q1 | $203K | Buy |
+3,489
| New | +$203K | 0.33% | 78 |
|
|
2022
Q4 | – | Sell |
-9,431
| Closed | -$504K | – | 75 |
|
|
2022
Q3 | $504K | Hold |
9,431
| – | – | 0.76% | 40 |
|
|
2022
Q2 | $541K | Sell |
9,431
-33
| -0.3% | -$1.89K | 0.85% | 37 |
|
|
2022
Q1 | $1.01M | Buy |
9,464
+686
| +8% | +$73.5K | 1.06% | 30 |
|
|
2021
Q4 | $1.34M | Buy |
+8,778
| New | +$1.34M | 1.2% | 22 |
|