Bard Financial Services’s Digital Realty Trust DLR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$465K	Sell	2,690 -250	-9%	-$42.7K	0.05%	154
2025 Q2	$513K	Sell	2,940 -500	-15%	-$81.8K	0.06%	145
2025 Q1	$493K	Hold	3,440	–	–	0.06%	149
2024 Q4	$610K	Hold	3,440	–	–	0.07%	135
2024 Q3	$557K	Hold	3,440	–	–	0.07%	142
2024 Q2	$523K	Hold	3,440	–	–	0.05%	150
2024 Q1	$495K	Hold	3,440	–	–	0.05%	155
2023 Q4	$463K	Hold	3,440	–	–	0.05%	160
2023 Q3	$416K	Buy	3,440 +275	+9%	+$33.8K	0.05%	158
2023 Q2	$360K	Sell	3,165 -550	-15%	-$54.4K	0.03%	240
2023 Q1	$365K	Sell	3,715 -75	-2%	-$7.91K	0.03%	237
2022 Q4	$380K	Sell	3,790 -800	-17%	-$81.6K	0.03%	226
2022 Q3	$455K	Hold	4,590	–	–	0.04%	199
2022 Q2	$596K	Buy	4,590 +625	+16%	+$86.3K	0.05%	181
2022 Q1	$562K	Buy	3,965 +675	+21%	+$97.5K	0.05%	184
2021 Q4	$582K	Buy	3,290 +250	+8%	+$40K	0.05%	178
2021 Q3	$439K	Sell	3,040 -125	-4%	-$19.6K	0.04%	189
2021 Q2	$476K	Buy	3,165 +225	+8%	+$34K	0.04%	190
2021 Q1	$414K	Buy	2,940 +375	+15%	+$51.8K	0.04%	192
2020 Q4	$358K	Buy	+2,565	New	+$367K	0.04%	196