Valeo 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 | $200K | Sell |
2,572
-572
| -18% | -$44.6K | ﹤0.01% | 708 |
|
|
2025
Q1 | $256K | Buy |
3,144
+314
| +11% | +$25.6K | 0.01% | 566 |
|
|
2024
Q4 | $255K | Buy |
+2,830
| New | +$255K | 0.01% | 575 |
|
|
2023
Q3 | – | Sell |
-4,325
| Closed | -$221K | – | 624 |
|
|
2023
Q2 | $221K | Buy |
4,325
+285
| +7% | +$14.6K | 0.01% | 516 |
|
|
2023
Q1 | $236K | Sell |
4,040
-59
| -1% | -$3.44K | 0.01% | 508 |
|
|
2022
Q4 | $227K | Sell |
4,099
-1,360
| -25% | -$75.4K | 0.01% | 451 |
|
|
2022
Q3 | $292K | Sell |
5,459
-840
| -13% | -$44.9K | 0.02% | 348 |
|
|
2022
Q2 | $361K | Sell |
6,299
-64
| -1% | -$3.67K | 0.02% | 300 |
|
|
2022
Q1 | $682K | Buy |
6,363
+186
| +3% | +$19.9K | 0.03% | 253 |
|
|
2021
Q4 | $941K | Buy |
6,177
+2,033
| +49% | +$310K | 0.05% | 197 |
|
|
2021
Q3 | $1.07M | Buy |
4,144
+330
| +9% | +$85K | 0.06% | 171 |
|
|
2021
Q2 | $1.07M | Sell |
3,814
-349
| -8% | -$97.5K | 0.06% | 148 |
|
|
2021
Q1 | $843K | Buy |
4,163
+993
| +31% | +$201K | 0.04% | 191 |
|
|
2020
Q4 | $705K | Sell |
3,170
-489
| -13% | -$109K | 0.04% | 195 |
|
|
2020
Q3 | $788K | Buy |
3,659
+7
| +0.2% | +$1.51K | 0.07% | 142 |
|
|
2020
Q2 | $629K | Buy |
3,652
+422
| +13% | +$72.7K | 0.06% | 163 |
|
|
2020
Q1 | $292K | Sell |
3,230
-181
| -5% | -$16.4K | 0.03% | 229 |
|
|
2019
Q4 | $253K | Sell |
3,411
-50
| -1% | -$3.71K | 0.02% | 275 |
|
|
2019
Q3 | $214K | Buy |
3,461
+50
| +1% | +$3.09K | 0.02% | 289 |
|
|
2019
Q2 | $170K | Buy |
3,411
+111
| +3% | +$5.53K | 0.02% | 317 |
|
|
2019
Q1 | $171K | Buy |
3,300
+335
| +11% | +$17.4K | 0.02% | 308 |
|
|
2018
Q4 | $119K | Buy |
2,965
+175
| +6% | +$7.02K | 0.02% | 347 |
|
|
2018
Q3 | $117K | Buy |
2,790
+2,515
| +915% | +$105K | 0.02% | 368 |
|
|
2018
Q2 | $15K | Buy |
+275
| New | +$15K | ﹤0.01% | 833 |
|