Householder Group Estate & Retirement Specialist’s DigitalBridge DBRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $5.58M | Sell |
494,697
-7,095
| -1% | -$80K | 4.17% | 5 |
|
|
2024
Q3 | $7.09M | Sell |
501,792
-3,855
| -0.8% | -$54.5K | 2.07% | 8 |
|
|
2024
Q2 | $6.93M | Sell |
505,647
-8,642
| -2% | -$118K | 1.94% | 9 |
|
|
2024
Q1 | $9.91M | Sell |
514,289
-2,143
| -0.4% | -$41.3K | 2.95% | 5 |
|
|
2023
Q4 | $9.06M | Sell |
516,432
-2,590
| -0.5% | -$45.4K | 2.98% | 6 |
|
|
2023
Q3 | $9.12M | Buy |
+519,022
| New | +$9.12M | 3.29% | 5 |
|
|
2023
Q1 | $5.91M | Buy |
492,709
+19,735
| +4% | +$237K | 2.27% | 6 |
|
|
2022
Q4 | $5.17M | Buy |
472,974
+1,072
| +0.2% | +$11.7K | 7.72% | 3 |
|
|
2022
Q3 | $5.9M | Sell |
471,902
-3,149
| -0.7% | -$39.4K | 2.43% | 6 |
|
|
2022
Q2 | $9.27M | Buy |
+475,051
| New | +$9.27M | 4.14% | 5 |
|
|
2022
Q1 | – | Sell |
-441,436
| Closed | -$14.7M | – | 195 |
|
|
2021
Q4 | $14.7M | Buy |
+441,436
| New | +$14.7M | 5.48% | 2 |
|