Kingswood Wealth Advisors’s DigitalBridge DBRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$171K	Buy	16,483 +2,227	+16%	+$23K	0.01%	716
2025 Q1	$126K	Sell	14,256 -3,602	-20%	-$31.8K	0.01%	698
2024 Q4	$201K	Buy	+17,858	New	+$201K	0.02%	736
2024 Q2	–	Sell	-11,213	Closed	-$216K	–	670
2024 Q1	$216K	Buy	+11,213	New	+$216K	0.02%	563