LPL 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 | $2.35M | Buy |
23,098
+77
| +0.3% | +$7.83K | ﹤0.01% | 2963 |
|
|
2025
Q1 | $2.32M | Buy |
23,021
+1,646
| +8% | +$166K | ﹤0.01% | 2798 |
|
|
2024
Q4 | $2.43M | Buy |
21,375
+5,435
| +34% | +$617K | ﹤0.01% | 2673 |
|
|
2024
Q3 | $1.64M | Buy |
15,940
+1,325
| +9% | +$136K | ﹤0.01% | 2886 |
|
|
2024
Q2 | $1.42M | Buy |
14,615
+3,866
| +36% | +$374K | ﹤0.01% | 2894 |
|
|
2024
Q1 | $984K | Sell |
10,749
-1,830
| -15% | -$168K | ﹤0.01% | 3160 |
|
|
2023
Q4 | $1.06M | Buy |
12,579
+830
| +7% | +$69.8K | ﹤0.01% | 2971 |
|
|
2023
Q3 | $862K | Buy |
11,749
+1,934
| +20% | +$142K | ﹤0.01% | 3004 |
|
|
2023
Q2 | $786K | Buy |
9,815
+4,412
| +82% | +$353K | ﹤0.01% | 3029 |
|
|
2023
Q1 | $436K | Buy |
+5,403
| New | +$436K | ﹤0.01% | 3430 |
|
|
2022
Q2 | – | Sell |
-2,800
| Closed | -$205K | – | 4414 |
|
|
2022
Q1 | $205K | Sell |
2,800
-6,191
| -69% | -$453K | ﹤0.01% | 3800 |
|
|
2021
Q4 | $743K | Buy |
8,991
+37
| +0.4% | +$3.06K | ﹤0.01% | 2908 |
|
|
2021
Q3 | $728K | Buy |
8,954
+550
| +7% | +$44.7K | ﹤0.01% | 2859 |
|
|
2021
Q2 | $581K | Buy |
8,404
+158
| +2% | +$10.9K | ﹤0.01% | 3018 |
|
|
2021
Q1 | $502K | Buy |
8,246
+2,785
| +51% | +$170K | ﹤0.01% | 3007 |
|
|
2020
Q4 | $319K | Buy |
5,461
+138
| +3% | +$8.06K | ﹤0.01% | 3139 |
|
|
2020
Q3 | $303K | Buy |
5,323
+346
| +7% | +$19.7K | ﹤0.01% | 2884 |
|
|
2020
Q2 | $263K | Buy |
+4,977
| New | +$263K | ﹤0.01% | 2907 |
|
|
2020
Q1 | – | Sell |
-5,759
| Closed | -$246K | – | 3251 |
|
|
2019
Q4 | $246K | Sell |
5,759
-150
| -3% | -$6.41K | ﹤0.01% | 2917 |
|
|
2019
Q3 | $238K | Buy |
+5,909
| New | +$238K | ﹤0.01% | 2856 |
|
|
2018
Q4 | – | Sell |
-12,570
| Closed | -$426K | – | 3099 |
|
|
2018
Q3 | $426K | Buy |
+12,570
| New | +$426K | ﹤0.01% | 2352 |
|