Creative Planning’s DigitalBridge DBRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $830K | Sell |
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|
2025
Q2 | $1.44M | Buy |
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|
2025
Q1 | $983K | Buy |
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|
2024
Q4 | $1.14M | Buy |
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|
2024
Q3 | $961K | Buy |
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|
2024
Q2 | $255K | Buy |
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|
2024
Q1 | $251K | Buy |
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|
2023
Q4 | $204K | Buy |
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|
2023
Q3 | $179K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $232K | Buy |
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|
2022
Q4 | $180K | Buy |
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|
2022
Q3 | $131K | Buy |
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|
2022
Q2 | $189K | Buy |
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|
2022
Q1 | $100K | Buy |
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|
2021
Q4 | $115K | Buy |
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|
2021
Q3 | $83K | Buy |
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|
2021
Q2 | $93K | Sell |
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|
2021
Q1 | $82K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $109K | Sell |
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|
2019
Q4 | $298K | Sell |
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|
2019
Q3 | $405K | Buy |
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|
2019
Q2 | $331K | Sell |
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|
2019
Q1 | $359K | Sell |
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|
2018
Q4 | $332K | Sell |
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|
2018
Q3 | $460K | Buy |
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|
2018
Q2 | $459K | Sell |
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|
2018
Q1 | $551K | Buy |
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|
2017
Q4 | $1.1M | Sell |
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|
2017
Q3 | $1.38M | Buy |
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|
2017
Q2 | $1.29M | Sell |
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|
2017
Q1 | $1.24M | Buy |
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|
2016
Q4 | $892K | Sell |
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|
2016
Q3 | $774K | Buy |
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|
2016
Q2 | $580K | Sell |
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|
2016
Q1 | $653K | Sell |
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|
2015
Q4 | $875K | Buy |
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|
2015
Q3 | $951K | Buy |
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|
2015
Q2 | $1.05M | Buy |
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|
2015
Q1 | $1.29M | Sell |
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|
2014
Q4 | $1.28M | Buy |
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|
2014
Q3 | $1.03M | Buy |
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