CAPTRUST Financial 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 | $13.7M | Sell |
78,507
-994
| -1% | -$173K | 0.03% | 392 |
|
2025
Q1 | $11.4M | Buy |
79,501
+780
| +1% | +$112K | 0.03% | 398 |
|
2024
Q4 | $14M | Buy |
78,721
+2,197
| +3% | +$390K | 0.04% | 304 |
|
2024
Q3 | $12.4M | Sell |
76,524
-248
| -0.3% | -$40.1K | 0.04% | 340 |
|
2024
Q2 | $11.7M | Sell |
76,772
-1,142
| -1% | -$174K | 0.04% | 328 |
|
2024
Q1 | $11.2M | Sell |
77,914
-10,537
| -12% | -$1.52M | 0.04% | 325 |
|
2023
Q4 | $11.9M | Buy |
88,451
+6,513
| +8% | +$877K | 0.04% | 334 |
|
2023
Q3 | $9.92M | Buy |
81,938
+2,856
| +4% | +$346K | 0.04% | 340 |
|
2023
Q2 | $9.01M | Sell |
79,082
-1,055
| -1% | -$120K | 0.04% | 351 |
|
2023
Q1 | $7.88M | Buy |
80,137
+1,267
| +2% | +$125K | 0.03% | 344 |
|
2022
Q4 | $7.91M | Buy |
78,870
+3,368
| +4% | +$338K | 0.04% | 336 |
|
2022
Q3 | $7.49M | Buy |
+75,502
| New | +$7.49M | 0.04% | 313 |
|
2020
Q1 | – | Sell |
-36,996
| Closed | -$4.43M | – | 1394 |
|
2019
Q4 | $4.43M | Buy |
+36,996
| New | +$4.43M | 0.07% | 248 |
|