LPL Financial’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
$930K Buy
33,859
+650
+2% +$17.9K ﹤0.01% 3784
2025
Q1
$930K Buy
33,209
+4,450
+15% +$125K ﹤0.01% 3581
2024
Q4
$989K Hold
28,759
﹤0.01% 3462
2024
Q3
$1.11M Buy
28,759
+450
+2% +$17.3K ﹤0.01% 3254
2024
Q2
$849K Hold
28,309
﹤0.01% 3363
2024
Q1
$1M Buy
+28,309
New +$1M ﹤0.01% 3143