Telos Capital Management’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 |
-2,455
| Closed | -$221K | – | 193 |
|
|
2024
Q4 | $221K | Buy |
+2,455
| New | +$221K | 0.02% | 186 |
|
|
2024
Q3 | – | Sell |
-7,622
| Closed | -$408K | – | 199 |
|
|
2024
Q2 | $408K | Sell |
7,622
-375
| -5% | -$20.1K | 0.05% | 147 |
|
|
2024
Q1 | $476K | Sell |
7,997
-1,671
| -17% | -$99.5K | 0.05% | 146 |
|
|
2023
Q4 | $575K | Buy |
+9,668
| New | +$575K | 0.07% | 136 |
|