Advisory Research’s Distribution Solutions Group DSGR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.26M	Sell	82,131 -4,885	-6%	-$134K	0.35%	64
2025 Q1	$2.44M	Sell	87,016 -1,074	-1%	-$30.1K	0.43%	57
2024 Q4	$3.03M	Sell	88,090 -30,100	-25%	-$1.04M	0.5%	47
2024 Q3	$4.55M	Buy	118,190 +38,000	+47%	+$1.46M	0.81%	39
2024 Q2	$2.41M	Buy	+80,190	New	+$2.41M	0.45%	50