SFS
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Sowell Financial Services’s DigitalBridge DBRG Stock Holding History

Sowell Financial Services’s Portfolio DBRG Stock Details DBRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-58,575
Closed -$862K – 522
2023
Q2 		$862K Sell
58,575
-284
-0.5% -$3.48K 0.05% 380
2023
Q1 		$706K Buy
58,859
+284
+0.5% +$3.57K 0.05% 367
2022
Q4 		$641K Hold
58,575
– – 0.04% 392
2022
Q3 		$733K Hold
58,575
– – 0.07% 267
2022
Q2 		$1.14M Buy
+58,575
New +$1.43M 0.11% 157
2022
Q1 		– Sell
-58,575
Closed -$1.95M – 226
2021
Q4 		$1.95M Buy
58,575
+1,825
+3% +$54.3K 0.11% 197
2021
Q3 		$1.37M Hold
56,750
– – 0.09% 247
2021
Q2 		$1.79M Hold
56,750
– – 0.12% 202
2021
Q1 		$1.56M Buy
+56,750
New +$1.28M 0.05% 294

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ACM
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LPAM
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AC
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