Avantax Advisory 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 | $4.87M | Buy |
27,910
+1,108
| +4% | +$193K | 0.03% | 455 |
|
|
2025
Q1 | $3.84M | Buy |
26,802
+2,653
| +11% | +$380K | 0.02% | 503 |
|
|
2024
Q4 | $4.28M | Buy |
24,149
+80
| +0.3% | +$14.2K | 0.03% | 451 |
|
|
2024
Q3 | $3.9M | Sell |
24,069
-269
| -1% | -$43.5K | 0.03% | 467 |
|
|
2024
Q2 | $3.7M | Buy |
24,338
+12,313
| +102% | +$1.87M | 0.03% | 462 |
|
|
2024
Q1 | $1.73M | Sell |
12,025
-2,292
| -16% | -$330K | 0.02% | 572 |
|
|
2023
Q4 | $1.93M | Sell |
14,317
-1,834
| -11% | -$247K | 0.02% | 511 |
|
|
2023
Q3 | $1.95M | Buy |
16,151
+3,146
| +24% | +$381K | 0.02% | 465 |
|
|
2023
Q2 | $1.48M | Sell |
13,005
-31,049
| -70% | -$3.54M | 0.02% | 557 |
|
|
2023
Q1 | $4.33M | Buy |
44,054
+5,753
| +15% | +$566K | 0.05% | 273 |
|
|
2022
Q4 | $3.84M | Buy |
38,301
+7,487
| +24% | +$751K | 0.05% | 272 |
|
|
2022
Q3 | $3.06M | Sell |
30,814
-341
| -1% | -$33.8K | 0.05% | 287 |
|
|
2022
Q2 | $4.05M | Buy |
31,155
+1,855
| +6% | +$241K | 0.06% | 237 |
|
|
2022
Q1 | $4.17M | Sell |
29,300
-2,091
| -7% | -$298K | 0.06% | 239 |
|
|
2021
Q4 | $5.56M | Buy |
31,391
+2,814
| +10% | +$498K | 0.08% | 180 |
|
|
2021
Q3 | $4.15M | Buy |
28,577
+3,472
| +14% | +$504K | 0.07% | 206 |
|
|
2021
Q2 | $3.78M | Buy |
25,105
+5,935
| +31% | +$893K | 0.07% | 211 |
|
|
2021
Q1 | $2.71M | Buy |
19,170
+2,080
| +12% | +$294K | 0.06% | 246 |
|
|
2020
Q4 | $2.39M | Sell |
17,090
-8,111
| -32% | -$1.13M | 0.06% | 237 |
|
|
2020
Q3 | $3.7M | Buy |
25,201
+12,246
| +95% | +$1.8M | 0.06% | 247 |
|
|
2020
Q2 | $1.85M | Buy |
12,955
+5,530
| +74% | +$790K | 0.05% | 227 |
|
|
2020
Q1 | $1.03M | Buy |
7,425
+81
| +1% | +$11.2K | 0.03% | 296 |
|
|
2019
Q4 | $880K | Buy |
7,344
+5,005
| +214% | +$600K | 0.02% | 362 |
|
|
2019
Q3 | $304K | Buy |
+2,339
| New | +$304K | 0.01% | 428 |
|