Bard Financial 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 | $513K | Sell |
2,940
-500
| -15% | -$87.2K | 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% | +$33.3K | 0.05% | 158 |
|
|
2023
Q2 | $360K | Sell |
3,165
-550
| -15% | -$62.6K | 0.03% | 240 |
|
|
2023
Q1 | $365K | Sell |
3,715
-75
| -2% | -$7.37K | 0.03% | 237 |
|
|
2022
Q4 | $380K | Sell |
3,790
-800
| -17% | -$80.2K | 0.03% | 226 |
|
|
2022
Q3 | $455K | Hold |
4,590
| – | – | 0.04% | 199 |
|
|
2022
Q2 | $596K | Buy |
4,590
+625
| +16% | +$81.2K | 0.05% | 181 |
|
|
2022
Q1 | $562K | Buy |
3,965
+675
| +21% | +$95.7K | 0.05% | 184 |
|
|
2021
Q4 | $582K | Buy |
3,290
+250
| +8% | +$44.2K | 0.05% | 178 |
|
|
2021
Q3 | $439K | Sell |
3,040
-125
| -4% | -$18.1K | 0.04% | 189 |
|
|
2021
Q2 | $476K | Buy |
3,165
+225
| +8% | +$33.8K | 0.04% | 190 |
|
|
2021
Q1 | $414K | Buy |
2,940
+375
| +15% | +$52.8K | 0.04% | 192 |
|
|
2020
Q4 | $358K | Buy |
+2,565
| New | +$358K | 0.04% | 196 |
|