Corient Private Wealth’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
$10.7M Sell
61,330
-5,556
-8% -$969K 0.01% 556
2025
Q1
$9.59M Sell
66,886
-2,698
-4% -$387K 0.02% 529
2024
Q4
$12.3M Buy
69,584
+8,568
+14% +$1.52M 0.02% 467
2024
Q3
$9.87M Sell
61,016
-6,547
-10% -$1.06M 0.02% 550
2024
Q2
$10.3M Buy
67,563
+19
+0% +$2.89K 0.02% 522
2024
Q1
$9.73M Sell
67,544
-1,829
-3% -$263K 0.02% 530
2023
Q4
$9.34M Buy
69,373
+3,097
+5% +$417K 0.02% 537
2023
Q3
$8.02M Sell
66,276
-3,066
-4% -$371K 0.02% 524
2023
Q2
$7.89M Buy
69,342
+883
+1% +$101K 0.02% 516
2023
Q1
$6.71M Buy
68,459
+15,360
+29% +$1.51M 0.02% 512
2022
Q4
$5.33M Buy
+53,099
New +$5.33M 0.02% 485