EverSource Wealth Advisors’s DigitalBridge DBRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$19.3K	Buy	1,254 +272	+28%	+$4.19K	﹤0.01%	2523
2025 Q4	$15.1K	Buy	982 +63	+7%	+$757	﹤0.01%	2571
2025 Q3	$10.8K	Buy	919 +126	+16%	+$1.41K	﹤0.01%	2784
2025 Q2	$8.21K	Sell	793 -13	-2%	-$124	﹤0.01%	2939
2025 Q1	$7.11K	Buy	806 +89	+12%	+$935	﹤0.01%	2312
2024 Q4	$8.09K	Sell	717 -34	-5%	-$457	﹤0.01%	2109
2024 Q3	$10.6K	Hold	751	–	–	﹤0.01%	1829
2024 Q2	$10.6K	Sell	751 -53	-7%	-$799	﹤0.01%	1827
2024 Q1	$13.2K	Buy	804 +710	+755%	+$13.4K	﹤0.01%	1558
2023 Q4	$1.65K	Hold	94	–	–	﹤0.01%	2230
2023 Q3	$1.65K	Hold	94	–	–	﹤0.01%	2070
2023 Q2	$1.38K	Sell	94 -189	-67%	-$2.32K	﹤0.01%	2122
2023 Q1	$3.39K	Sell	283 -418	-60%	-$5.25K	﹤0.01%	1765
2022 Q4	$7.67K	Buy	701 +649	+1,248%	+$8.43K	﹤0.01%	1432
2022 Q3	$1K	Buy	+52	New	+$1K	﹤0.01%	1797