Ifp Advisors, Inc Docusign, Inc. Transaction History

Ifp Advisors, Inc

$2.91 Billion
Q4 2024

A detailed history of Ifp Advisors, Inc transactions in Docusign, Inc. stock. As of the latest transaction made, Ifp Advisors, Inc holds 2,798 shares of DOCU stock, worth $238,137. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,798

Previous 801 249.31%

Holding current value

$238,137

Previous $49,000 412.24%

% of portfolio

0.01%

Previous 0.0%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$61.42 - $106.99 $122,655 - $213,659	1,997 Added 249.31%	2,798 $251,000
Q3 2024 Feb 04, 2025	BUY	$49.73 - $62.53 $4,425 - $5,565	89 Added 12.5%	801 $49,000
Q2 2024 Jul 30, 2024	BUY	$50.84 - $61.13 $1,372 - $1,650	27 Added 3.94%	712 $38,000
Q1 2024 Jul 30, 2024	SELL	$49.98 - $63.55 $11,745 - $14,934	-235 Reduced 25.54%	685 $40,000
Q4 2023 Jan 09, 2024	BUY	$38.53 - $63.11 $6,010 - $9,845	156 Added 20.42%	920 $54,000
Q3 2023 Oct 12, 2023	SELL	$41.04 - $54.18 $4,883 - $6,447	-119 Reduced 13.48%	764 $32,000
Q2 2023 Aug 04, 2023	SELL	$47.4 - $59.15 $1,422 - $1,774	-30 Reduced 3.29%	883 $45,000
Q1 2023 Apr 18, 2023	SELL	$49.69 - $67.83 $75,777 - $103,440	-1,525 Reduced 62.55%	913 $53,000
Q4 2022 Feb 07, 2023	SELL	$39.8 - $59.55 $37,849 - $56,632	-951 Reduced 28.06%	2,438 $142,000
Q3 2022 Nov 08, 2022	BUY	$51.67 - $75.85 $49,964 - $73,346	967 Added 39.93%	3,389 $193,000
Q2 2022 Sep 06, 2022	BUY	$56.81 - $112.28 $137,082 - $270,931	2,413 Added 26811.11%	2,422 $143,000
Q2 2022 Aug 12, 2022	SELL	$56.81 - $112.28 $137,082 - $270,931	-2,413 Reduced 99.63%	9 $1,000
Q1 2022 Sep 06, 2022	BUY	$73.24 - $157.01 $89,499 - $191,866	1,222 Added 101.83%	2,422 $259,000
Q1 2022 Aug 08, 2022	BUY	$73.24 - $157.01 $25,487 - $54,639	348 Added 40.85%	1,200 $128,000
Q4 2021 Jan 12, 2022	SELL	$135.09 - $284.11 $107,936 - $227,003	-799 Reduced 48.39%	852 $135,000
Q3 2021 Oct 06, 2021	BUY	$256.89 - $310.05 $69,360 - $83,713	270 Added 19.55%	1,651 $430,000
Q2 2021 Jul 13, 2021	SELL	$180.16 - $284.48 $140,704 - $222,178	-781 Reduced 36.12%	1,381 $393,000
Q1 2021 Apr 30, 2021	SELL	$192.84 - $265.16 $47,824 - $65,759	-248 Reduced 10.29%	2,162 $442,000
Q4 2020 Jan 25, 2021	BUY	$197.6 - $251.6 $213,605 - $271,979	1,081 Added 81.34%	2,410 $534,000
Q3 2020 Oct 29, 2020	BUY	$178.96 - $268.8 $110,776 - $166,387	619 Added 87.18%	1,329 $286,000
Q2 2020 Aug 05, 2020	BUY	$79.0 - $177.58 $28,440 - $63,928	360 Added 102.86%	710 $123,000
Q1 2020 May 12, 2020	SELL	$68.68 - $92.4 $363,660 - $489,258	-5,295 Reduced 93.8%	350 $29,000
Q4 2019 Jan 17, 2020	SELL	$60.76 - $75.57 $2,734 - $3,400	-45 Reduced 0.79%	5,645 $429,000
Q3 2019 Nov 07, 2019	BUY	$43.91 - $64.8 $246,554 - $363,852	5,615 Added 7486.67%	5,690 $351,000
Q4 2018 Jan 23, 2019	SELL	$37.41 - $48.85 $7,481 - $9,770	-200 Reduced 72.73%	75 $3,000
Q3 2018 Oct 25, 2018	BUY	$51.71 - $67.87 $12,927 - $16,967	250 Added 1000.0%	275 $0
Q2 2018 Aug 07, 2018	SELL	$38.63 - $63.95 $1,931 - $3,197	-50 Reduced 66.67%	25 $0
Q1 2016 Jun 03, 2019	BUY	N/A	75	75 $4,000

Others Institutions Holding DOCU

# of Institutions

920

Shares Held

160M

Call Options Held

8.98M

Put Options Held

5.85M

View Full List

About DOCUSIGN, INC.

Ticker DOCU
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 200,779,008
Market Cap $17.1B
Description
DocuSign, Inc. provides electronic signature software in the United States and internationally. The company provides e-signature solution that enables businesses to digitally prepare, sign, act on, and manage agreements. It also offers CLM, which automates workflows across the entire agreement process; Insights that use artificial intelligence (...

More about DOCU

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