Synergy Financial Group’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $339K | Buy |
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|
2025
Q2 | $362K | Sell |
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|
2025
Q1 | $394K | Buy |
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|
2024
Q4 | $381K | Buy |
|
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|
2024
Q3 | $255K | Sell |
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|
2024
Q2 | $220K | Buy |
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|
2024
Q1 | $226K | Buy |
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|
2023
Q4 | $203K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $203K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $504K | Hold |
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|
2022
Q2 | $541K | Sell |
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|
2022
Q1 | $1.01M | Buy |
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|
2021
Q4 | $1.34M | Buy |
|