Allworth Financial’s Descartes Systems DSGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65.6K | Buy |
645
+3
| +0.5% | +$305 | ﹤0.01% | 1777 |
|
|
2025
Q1 | $67.9K | Buy |
642
+3
| +0.5% | +$317 | ﹤0.01% | 1399 |
|
|
2024
Q4 | $76.9K | Buy |
639
+182
| +40% | +$21.9K | ﹤0.01% | 1374 |
|
|
2024
Q3 | $47.1K | Sell |
457
-11
| -2% | -$1.13K | ﹤0.01% | 1441 |
|
|
2024
Q2 | $46.5K | Buy |
468
+157
| +50% | +$15.6K | ﹤0.01% | 1416 |
|
|
2024
Q1 | $28.5K | Buy |
311
+38
| +14% | +$3.48K | ﹤0.01% | 1570 |
|
|
2023
Q4 | $22.9K | Buy |
273
+21
| +8% | +$1.77K | ﹤0.01% | 1573 |
|
|
2023
Q3 | $18.5K | Buy |
+252
| New | +$18.5K | ﹤0.01% | 1573 |
|
|
2021
Q1 | – | Sell |
-2
| Closed | – | – | 1514 |
|
|
2020
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1360 |
|