Concurrent Investment 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 | $3.59M | Buy |
20,611
+2,888
| +16% | +$503K | 0.07% | 287 |
|
|
2025
Q1 | $2.54M | Buy |
17,723
+9,881
| +126% | +$1.42M | 0.06% | 321 |
|
|
2024
Q4 | $1.39M | Buy |
7,842
+1,422
| +22% | +$252K | 0.04% | 408 |
|
|
2024
Q3 | $1.04M | Buy |
6,420
+3,121
| +95% | +$505K | 0.03% | 446 |
|
|
2024
Q2 | $502K | Buy |
3,299
+198
| +6% | +$30.1K | 0.02% | 577 |
|
|
2024
Q1 | $447K | Sell |
3,101
-105
| -3% | -$15.1K | 0.02% | 576 |
|
|
2023
Q4 | $431K | Buy |
+3,206
| New | +$431K | 0.02% | 525 |
|