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Advocate Group’s Digital Realty Trust DLR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$670K Hold
3,843
0.12% 87
2025
Q1
$551K Sell
3,843
-112
-3% -$16K 0.1% 88
2024
Q4
$701K Sell
3,955
-40
-1% -$7.09K 0.13% 85
2024
Q3
$647K Sell
3,995
-3
-0.1% -$485 0.12% 88
2024
Q2
$608K Hold
3,998
0.12% 91
2024
Q1
$576K Sell
3,998
-653
-14% -$94.1K 0.11% 93
2023
Q4
$626K Sell
4,651
-259
-5% -$34.9K 0.13% 90
2023
Q3
$594K Sell
4,910
-550
-10% -$66.6K 0.14% 89
2023
Q2
$622K Sell
5,460
-261
-5% -$29.7K 0.14% 88
2023
Q1
$562K Sell
5,721
-1,467
-20% -$144K 0.12% 90
2022
Q4
$721K Sell
7,188
-1,607
-18% -$161K 0.16% 83
2022
Q3
$872K Sell
8,795
-1,221
-12% -$121K 0.22% 74
2022
Q2
$1.3M Buy
+10,016
New +$1.3M 0.3% 68