Cascade Investment Group’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 | $784K | Buy |
4,500
+35
| +0.8% | +$6.1K | 0.55% | 48 |
|
|
2025
Q1 | $640K | Buy |
4,465
+450
| +11% | +$64.5K | 0.49% | 48 |
|
|
2024
Q4 | $712K | Sell |
4,015
-42
| -1% | -$7.45K | 0.51% | 51 |
|
|
2024
Q3 | $657K | Sell |
4,057
-80
| -2% | -$12.9K | 0.48% | 52 |
|
|
2024
Q2 | $629K | Sell |
4,137
-70
| -2% | -$10.6K | 0.49% | 47 |
|
|
2024
Q1 | $606K | Sell |
4,207
-125
| -3% | -$18K | 0.45% | 55 |
|
|
2023
Q4 | $583K | Hold |
4,332
| – | – | 0.47% | 51 |
|
|
2023
Q3 | $524K | Hold |
4,332
| – | – | 0.49% | 47 |
|
|
2023
Q2 | $493K | Sell |
4,332
-50
| -1% | -$5.69K | 0.45% | 58 |
|
|
2023
Q1 | $431K | Sell |
4,382
-2,370
| -35% | -$233K | 0.42% | 69 |
|
|
2022
Q4 | $677K | Buy |
+6,752
| New | +$677K | 0.7% | 42 |
|