TFC Financial Management’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $78 | Buy |
+1
| New | +$78 | ﹤0.01% | 920 |
|
|
2022
Q3 | – | Sell |
-68
| Closed | -$4K | – | 542 |
|
|
2022
Q2 | $4K | Hold |
68
| – | – | ﹤0.01% | 347 |
|
|
2022
Q1 | $7K | Hold |
68
| – | – | ﹤0.01% | 327 |
|
|
2021
Q4 | $10K | Sell |
68
-505
| -88% | -$74.3K | ﹤0.01% | 335 |
|
|
2021
Q3 | $148K | Hold |
573
| – | – | 0.05% | 125 |
|
|
2021
Q2 | $160K | Hold |
573
| – | – | 0.05% | 114 |
|
|
2021
Q1 | $116K | Hold |
573
| – | – | 0.05% | 130 |
|
|
2020
Q4 | $127K | Buy |
573
+132
| +30% | +$29.3K | 0.05% | 118 |
|
|
2020
Q3 | $95K | Buy |
+441
| New | +$95K | 0.05% | 125 |
|