Arkadios Wealth Advisors’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 | $1.2M | Buy |
6,902
+198
| +3% | +$34.5K | 0.04% | 495 |
|
|
2025
Q1 | $961K | Buy |
6,704
+3,085
| +85% | +$442K | 0.04% | 470 |
|
|
2024
Q4 | $642K | Sell |
3,619
-174
| -5% | -$30.9K | 0.04% | 455 |
|
|
2024
Q3 | $614K | Sell |
3,793
-186
| -5% | -$30.1K | 0.03% | 472 |
|
|
2024
Q2 | $605K | Buy |
3,979
+1,866
| +88% | +$284K | 0.04% | 413 |
|
|
2024
Q1 | $304K | Sell |
2,113
-227
| -10% | -$32.7K | 0.02% | 537 |
|
|
2023
Q4 | $315K | Sell |
2,340
-1,911
| -45% | -$257K | 0.03% | 510 |
|
|
2023
Q3 | $514K | Sell |
4,251
-271
| -6% | -$32.8K | 0.05% | 333 |
|
|
2023
Q2 | $515K | Buy |
4,522
+130
| +3% | +$14.8K | 0.06% | 298 |
|
|
2023
Q1 | $432K | Sell |
4,392
-451
| -9% | -$44.3K | 0.05% | 340 |
|
|
2022
Q4 | $486K | Sell |
4,843
-4,931
| -50% | -$494K | 0.06% | 288 |
|
|
2022
Q3 | $969K | Sell |
9,774
-176
| -2% | -$17.4K | 0.15% | 157 |
|
|
2022
Q2 | $1.29M | Buy |
9,950
+287
| +3% | +$37.3K | 0.19% | 146 |
|
|
2022
Q1 | $1.37M | Buy |
9,663
+236
| +3% | +$33.5K | 0.18% | 141 |
|
|
2021
Q4 | $1.67M | Buy |
9,427
+6,318
| +203% | +$1.12M | 0.22% | 109 |
|
|
2021
Q3 | $449K | Sell |
3,109
-580
| -16% | -$83.8K | 0.06% | 316 |
|
|
2021
Q2 | $555K | Sell |
3,689
-347
| -9% | -$52.2K | 0.07% | 303 |
|
|
2021
Q1 | $568K | Buy |
4,036
+229
| +6% | +$32.2K | 0.09% | 228 |
|
|
2020
Q4 | $531K | Buy |
3,807
+1,980
| +108% | +$276K | 0.11% | 189 |
|
|
2020
Q3 | $288K | Buy |
1,827
+784
| +75% | +$124K | 0.14% | 143 |
|
|
2020
Q2 | $153K | Buy |
1,043
+765
| +275% | +$112K | 0.08% | 188 |
|
|
2020
Q1 | $38.6K | Buy |
278
+73
| +36% | +$10.1K | 0.02% | 375 |
|
|
2019
Q4 | $25.9K | Buy |
+205
| New | +$25.9K | 0.02% | 417 |
|