Avantax Advisory Services’s DigitalBridge DBRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $130K | Sell |
12,558
-7,696
| -38% | -$79.7K | ﹤0.01% | 2263 |
|
|
2025
Q1 | $179K | Sell |
20,254
-446
| -2% | -$3.93K | ﹤0.01% | 2119 |
|
|
2024
Q4 | $233K | Buy |
20,700
+72
| +0.3% | +$812 | ﹤0.01% | 1954 |
|
|
2024
Q3 | $291K | Buy |
+20,628
| New | +$291K | ﹤0.01% | 1773 |
|
|
2021
Q3 | – | Sell |
-3,266
| Closed | -$104K | – | 1196 |
|
|
2021
Q2 | $104K | Sell |
3,266
-109
| -3% | -$3.47K | ﹤0.01% | 1112 |
|
|
2021
Q1 | $88K | Buy |
+3,375
| New | +$88K | ﹤0.01% | 1005 |
|
|
2020
Q4 | – | Sell |
-2,586
| Closed | -$29K | – | 1025 |
|
|
2020
Q3 | $29K | Buy |
+2,586
| New | +$29K | ﹤0.01% | 1351 |
|