Toth Financial Advisory’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 |
-20
| Closed | -$1.8K | – | 721 |
|
|
2024
Q4 | $1.8K | Buy |
+20
| New | +$1.8K | ﹤0.01% | 594 |
|
|
2023
Q4 | – | Sell |
-100
| Closed | -$4.2K | – | 740 |
|
|
2023
Q3 | $4.2K | Hold |
100
| – | – | ﹤0.01% | 549 |
|
|
2023
Q2 | $5.11K | Sell |
100
-80
| -44% | -$4.09K | ﹤0.01% | 549 |
|
|
2023
Q1 | $10.5K | Buy |
180
+80
| +80% | +$4.66K | ﹤0.01% | 450 |
|
|
2022
Q4 | $5.54K | Hold |
100
| – | – | ﹤0.01% | 491 |
|
|
2022
Q3 | $5K | Sell |
100
-50
| -33% | -$2.5K | ﹤0.01% | 535 |
|
|
2022
Q2 | $9K | Hold |
150
| – | – | ﹤0.01% | 443 |
|
|
2022
Q1 | $16K | Hold |
150
| – | – | ﹤0.01% | 406 |
|
|
2021
Q4 | $23K | Sell |
150
-25
| -14% | -$3.83K | ﹤0.01% | 378 |
|
|
2021
Q3 | $45K | Hold |
175
| – | – | 0.01% | 320 |
|
|
2021
Q2 | $49K | Sell |
175
-15
| -8% | -$4.2K | 0.01% | 285 |
|
|
2021
Q1 | $38K | Sell |
190
-1,500
| -89% | -$300K | 0.01% | 310 |
|
|
2020
Q4 | $376K | Buy |
1,690
+1,565
| +1,252% | +$348K | 0.06% | 160 |
|
|
2020
Q3 | $27K | Sell |
125
-20
| -14% | -$4.32K | 0.01% | 278 |
|
|
2020
Q2 | $25K | Buy |
145
+100
| +222% | +$17.2K | 0.01% | 268 |
|
|
2020
Q1 | $4K | Hold |
45
| – | – | ﹤0.01% | 336 |
|
|
2019
Q4 | $3K | Hold |
45
| – | – | ﹤0.01% | 377 |
|
|
2019
Q3 | $3K | Buy |
+45
| New | +$3K | ﹤0.01% | 370 |
|