B. Riley 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 | $419K | Buy |
+2,405
| New | +$419K | 0.02% | 583 |
|
|
2024
Q4 | $500K | Sell |
2,801
-717
| -20% | -$128K | 0.02% | 697 |
|
|
2024
Q3 | $559K | Buy |
3,518
+424
| +14% | +$67.4K | 0.02% | 704 |
|
|
2024
Q2 | $470K | Sell |
3,094
-566
| -15% | -$86.1K | 0.01% | 845 |
|
|
2024
Q1 | $443K | Buy |
3,660
+105
| +3% | +$12.7K | 0.01% | 856 |
|
|
2023
Q4 | $483K | Sell |
3,555
-105
| -3% | -$14.3K | 0.01% | 834 |
|
|
2023
Q3 | $443K | Buy |
3,660
+371
| +11% | +$44.9K | 0.01% | 856 |
|
|
2023
Q2 | $374K | Buy |
3,289
+398
| +14% | +$45.3K | 0.01% | 1006 |
|
|
2023
Q1 | $284K | Buy |
2,891
+93
| +3% | +$9.14K | 0.01% | 1097 |
|
|
2022
Q4 | $284K | Sell |
2,798
-44
| -2% | -$4.46K | 0.01% | 1073 |
|
|
2022
Q3 | $282K | Buy |
2,842
+348
| +14% | +$34.5K | 0.01% | 1036 |
|
|
2022
Q2 | $325K | Sell |
2,494
-744
| -23% | -$97K | 0.01% | 842 |
|
|
2022
Q1 | $460K | Buy |
3,238
+368
| +13% | +$52.3K | 0.02% | 792 |
|
|
2021
Q4 | $508K | Buy |
2,870
+13
| +0.5% | +$2.3K | 0.01% | 795 |
|
|
2021
Q3 | $414K | Sell |
2,857
-78
| -3% | -$11.3K | 0.01% | 876 |
|
|
2021
Q2 | $442K | Buy |
2,935
+314
| +12% | +$47.3K | 0.01% | 827 |
|
|
2021
Q1 | $369K | Buy |
2,621
+773
| +42% | +$109K | 0.01% | 884 |
|
|
2020
Q4 | $259K | Sell |
1,848
-2,839
| -61% | -$398K | 0.01% | 836 |
|
|
2020
Q3 | $681K | Buy |
4,687
+2,156
| +85% | +$313K | 0.04% | 423 |
|
|
2020
Q2 | $360K | Buy |
+2,531
| New | +$360K | 0.02% | 566 |
|
|
2020
Q1 | – | Sell |
-2,613
| Closed | -$314K | – | 824 |
|
|
2019
Q4 | $314K | Buy |
2,613
+51
| +2% | +$6.13K | 0.03% | 577 |
|
|
2019
Q3 | $334K | Buy |
2,562
+160
| +7% | +$20.9K | 0.03% | 546 |
|
|
2019
Q2 | $283K | Sell |
2,402
-330
| -12% | -$38.9K | 0.03% | 582 |
|
|
2019
Q1 | $323K | Buy |
+2,732
| New | +$323K | 0.04% | 466 |
|
|
2015
Q1 | – | Sell |
-929
| Closed | -$62 | – | 904 |
|
|
2014
Q4 | $62 | Buy |
+929
| New | +$62 | ﹤0.01% | 1975 |
|
|
2014
Q3 | – | Sell |
-692
| Closed | -$40.3K | – | 930 |
|
|
2014
Q2 | $40.3K | Buy |
+692
| New | +$40.3K | 0.01% | 1122 |
|