Access Financial Services’s Digital Realty Trust DLR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-9,016
Closed -$1.29M 100
2025
Q1
$1.29M Buy
9,016
+923
+11% +$132K 0.52% 44
2024
Q4
$1.44M Sell
8,093
-126
-2% -$22.3K 0.64% 39
2024
Q3
$1.33M Sell
8,219
-1,054
-11% -$171K 0.61% 48
2024
Q2
$1.41M Buy
9,273
+966
+12% +$147K 0.64% 42
2024
Q1
$1.2M Sell
8,307
-85
-1% -$12.2K 0.53% 55
2023
Q4
$1.13M Sell
8,392
-2,445
-23% -$329K 0.58% 56
2023
Q3
$1.31M Sell
10,837
-1,909
-15% -$231K 0.79% 41
2023
Q2
$1.45M Buy
12,746
+397
+3% +$45.2K 0.85% 38
2023
Q1
$1.21M Buy
12,349
+1,981
+19% +$195K 0.74% 41
2022
Q4
$1.04M Buy
10,368
+2,386
+30% +$239K 0.63% 46
2022
Q3
$792K Buy
7,982
+302
+4% +$30K 0.51% 59
2022
Q2
$997K Buy
7,680
+1,650
+27% +$214K 0.57% 56
2022
Q1
$855K Buy
+6,030
New +$855K 0.41% 69