United Capital Financial Advisors’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Sell |
2,725
-125
| -4% | -$9.74K | ﹤0.01% | 1020 |
|
|
2025
Q1 | $232K | Sell |
2,850
-214
| -7% | -$17.4K | ﹤0.01% | 953 |
|
|
2024
Q4 | $276K | Sell |
3,064
-289
| -9% | -$26K | ﹤0.01% | 902 |
|
|
2024
Q3 | $208K | Buy |
+3,353
| New | +$208K | ﹤0.01% | 1001 |
|
|
2024
Q2 | – | Sell |
-3,785
| Closed | -$225K | – | 1048 |
|
|
2024
Q1 | $225K | Buy |
+3,785
| New | +$225K | ﹤0.01% | 976 |
|
|
2022
Q3 | – | Sell |
-3,875
| Closed | -$222K | – | 1098 |
|
|
2022
Q2 | $222K | Sell |
3,875
-315
| -8% | -$18K | ﹤0.01% | 1025 |
|
|
2022
Q1 | $449K | Sell |
4,190
-1,403
| -25% | -$150K | ﹤0.01% | 861 |
|
|
2021
Q4 | $852K | Sell |
5,593
-13,373
| -71% | -$2.04M | ﹤0.01% | 717 |
|
|
2021
Q3 | $4.88M | Buy |
18,966
+2,948
| +18% | +$759K | 0.02% | 379 |
|
|
2021
Q2 | $4.48M | Buy |
16,018
+8,524
| +114% | +$2.38M | 0.02% | 388 |
|
|
2021
Q1 | $1.52M | Buy |
7,494
+1,671
| +29% | +$338K | 0.01% | 564 |
|
|
2020
Q4 | $1.29M | Buy |
5,823
+581
| +11% | +$129K | 0.01% | 609 |
|
|
2020
Q3 | $1.13M | Buy |
5,242
+1,099
| +27% | +$236K | 0.01% | 625 |
|
|
2020
Q2 | $713K | Buy |
+4,143
| New | +$713K | 0.01% | 750 |
|