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 |
|