Steward Partners Investment Advisory’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	$5.69K	Buy	56 +16	+40%	+$1.63K	﹤0.01%	3436
2025 Q1	$4.03K	Hold	40	–	–	﹤0.01%	3445
2024 Q4	$4.54K	Buy	+40	New	+$4.54K	﹤0.01%	3396
2021 Q1	–	Sell	-38	Closed	-$2K	–	3437
2020 Q4	$2K	Buy	+38	New	+$2K	﹤0.01%	2694