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