Allworth Financial’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 | $9.26M | Buy |
53,110
+11,175
| +27% | +$1.95M | 0.04% | 211 |
|
|
2025
Q1 | $6.45M | Buy |
41,935
+2,226
| +6% | +$342K | 0.04% | 232 |
|
|
2024
Q4 | $7.24M | Sell |
39,709
-247
| -0.6% | -$45.1K | 0.04% | 213 |
|
|
2024
Q3 | $6.47M | Buy |
39,956
+23
| +0.1% | +$3.72K | 0.04% | 181 |
|
|
2024
Q2 | $6.2M | Sell |
39,933
-2,777
| -7% | -$431K | 0.04% | 190 |
|
|
2024
Q1 | $6.15M | Sell |
42,710
-693
| -2% | -$99.8K | 0.04% | 170 |
|
|
2023
Q4 | $5.84M | Buy |
43,403
+42,715
| +6,209% | +$5.75M | 0.04% | 171 |
|
|
2023
Q3 | $83.3K | Sell |
688
-328
| -32% | -$39.7K | ﹤0.01% | 948 |
|
|
2023
Q2 | $116K | Buy |
1,016
+43
| +4% | +$4.9K | ﹤0.01% | 847 |
|
|
2023
Q1 | $95.7K | Sell |
973
-351
| -27% | -$34.5K | ﹤0.01% | 871 |
|
|
2022
Q4 | $133K | Sell |
1,324
-272
| -17% | -$27.3K | ﹤0.01% | 731 |
|
|
2022
Q3 | $158K | Sell |
1,596
-266
| -14% | -$26.3K | ﹤0.01% | 648 |
|
|
2022
Q2 | $242K | Buy |
1,862
+1,400
| +303% | +$182K | ﹤0.01% | 523 |
|
|
2022
Q1 | $66K | Sell |
462
-57
| -11% | -$8.14K | ﹤0.01% | 819 |
|
|
2021
Q4 | $92K | Buy |
519
+198
| +62% | +$35.1K | ﹤0.01% | 696 |
|
|
2021
Q3 | $46K | Hold |
321
| – | – | ﹤0.01% | 800 |
|
|
2021
Q2 | $48K | Hold |
321
| – | – | ﹤0.01% | 629 |
|
|
2021
Q1 | $45K | Sell |
321
-22
| -6% | -$3.08K | ﹤0.01% | 596 |
|
|
2020
Q4 | $48K | Buy |
343
+29
| +9% | +$4.06K | ﹤0.01% | 487 |
|
|
2020
Q3 | $46K | Buy |
314
+13
| +4% | +$1.9K | ﹤0.01% | 430 |
|
|
2020
Q2 | $43K | Hold |
301
| – | – | ﹤0.01% | 445 |
|
|
2020
Q1 | $42K | Hold |
301
| – | – | ﹤0.01% | 426 |
|
|
2019
Q4 | $36K | Hold |
301
| – | – | ﹤0.01% | 420 |
|
|
2019
Q3 | $39K | Buy |
+301
| New | +$39K | ﹤0.01% | 365 |
|
|
2019
Q2 | – | Hold |
0
| – | -$36K | – | 375 |
|
|
2019
Q1 | – | Hold |
0
| – | -$32K | – | 362 |
|
|
2018
Q4 | – | Hold |
0
| – | -$34K | – | 343 |
|
|
2018
Q3 | – | Hold |
0
| – | -$22K | – | 342 |
|
|
2018
Q2 | – | Hold |
0
| – | -$21K | – | 391 |
|
|
2018
Q1 | – | Hold |
0
| – | -$22K | – | 367 |
|
|
2017
Q4 | – | Hold |
0
| – | -$16K | – | 361 |
|
|
2017
Q3 | – | Hold |
0
| – | -$15K | – | 396 |
|
|
2017
Q2 | – | Hold |
0
| – | -$14K | – | 417 |
|
|
2017
Q1 | – | Hold |
0
| – | -$13K | – | 406 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 367 |
|