AE Wealth Management’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 | $281K | Sell |
1,611
-12,964
| -89% | -$2.26M | ﹤0.01% | 1143 |
|
|
2025
Q1 | $2.09M | Sell |
14,575
-127
| -0.9% | -$18.2K | 0.02% | 517 |
|
|
2024
Q4 | $2.61M | Buy |
14,702
+1,027
| +8% | +$182K | 0.02% | 478 |
|
|
2024
Q3 | $2.21M | Buy |
13,675
+354
| +3% | +$57.3K | 0.02% | 502 |
|
|
2024
Q2 | $2.03M | Buy |
13,321
+562
| +4% | +$85.5K | 0.02% | 516 |
|
|
2024
Q1 | $1.84M | Sell |
12,759
-56,830
| -82% | -$8.19M | 0.02% | 514 |
|
|
2023
Q4 | $9.97M | Buy |
69,589
+2,853
| +4% | +$409K | 0.05% | 395 |
|
|
2023
Q3 | $8.08M | Sell |
66,736
-10,290
| -13% | -$1.25M | 0.05% | 434 |
|
|
2023
Q2 | $8.77M | Buy |
77,026
+12,281
| +19% | +$1.4M | 0.05% | 395 |
|
|
2023
Q1 | $6.37M | Buy |
64,745
+688
| +1% | +$67.6K | 0.04% | 450 |
|
|
2022
Q4 | $6.42M | Buy |
64,057
+32,366
| +102% | +$3.25M | 0.05% | 416 |
|
|
2022
Q3 | $3.14M | Buy |
31,691
+610
| +2% | +$60.5K | 0.02% | 554 |
|
|
2022
Q2 | $4.04M | Buy |
31,081
+9,164
| +42% | +$1.19M | 0.03% | 448 |
|
|
2022
Q1 | $3.11M | Buy |
21,917
+5,156
| +31% | +$731K | 0.02% | 578 |
|
|
2021
Q4 | $2.97M | Buy |
16,761
+2,151
| +15% | +$381K | 0.02% | 567 |
|
|
2021
Q3 | $2.11M | Buy |
14,610
+1,153
| +9% | +$167K | 0.02% | 628 |
|
|
2021
Q2 | $2.03M | Buy |
13,457
+2,154
| +19% | +$324K | 0.02% | 635 |
|
|
2021
Q1 | $1.59M | Buy |
11,303
+1,354
| +14% | +$191K | 0.02% | 629 |
|
|
2020
Q4 | $1.39M | Sell |
9,949
-1,483
| -13% | -$207K | 0.02% | 599 |
|
|
2020
Q3 | $1.68M | Buy |
11,432
+3,993
| +54% | +$586K | 0.02% | 479 |
|
|
2020
Q2 | $1.06M | Buy |
7,439
+471
| +7% | +$66.9K | 0.02% | 601 |
|
|
2020
Q1 | $968K | Buy |
6,968
+1,977
| +40% | +$275K | 0.02% | 496 |
|
|
2019
Q4 | $598K | Buy |
4,991
+677
| +16% | +$81.1K | 0.01% | 677 |
|
|
2019
Q3 | $560K | Sell |
4,314
-480
| -10% | -$62.3K | 0.02% | 587 |
|
|
2019
Q2 | $565K | Buy |
4,794
+2,376
| +98% | +$280K | 0.02% | 553 |
|
|
2019
Q1 | $288K | Buy |
+2,418
| New | +$288K | 0.02% | 477 |
|
|
2018
Q4 | – | Sell |
-2,656
| Closed | -$299K | – | 504 |
|
|
2018
Q3 | $299K | Buy |
2,656
+288
| +12% | +$32.4K | 0.02% | 448 |
|
|
2018
Q2 | $264K | Sell |
2,368
-174
| -7% | -$19.4K | 0.02% | 362 |
|
|
2018
Q1 | $268K | Sell |
2,542
-497
| -16% | -$52.4K | 0.02% | 350 |
|
|
2017
Q4 | $346K | Sell |
3,039
-99
| -3% | -$11.3K | 0.03% | 289 |
|
|
2017
Q3 | $371K | Buy |
+3,138
| New | +$371K | 0.03% | 272 |
|