Creative Planning’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 | $28.9M | Buy |
165,871
+8,390
| +5% | +$1.46M | 0.02% | 257 |
|
|
2025
Q1 | $22.6M | Buy |
157,481
+933
| +0.6% | +$134K | 0.02% | 296 |
|
|
2024
Q4 | $27.8M | Sell |
156,548
-9,208
| -6% | -$1.63M | 0.03% | 234 |
|
|
2024
Q3 | $26.8M | Buy |
165,756
+1,130
| +0.7% | +$183K | 0.03% | 227 |
|
|
2024
Q2 | $25M | Buy |
164,626
+3,706
| +2% | +$563K | 0.03% | 229 |
|
|
2024
Q1 | $23.2M | Buy |
160,920
+4,330
| +3% | +$624K | 0.03% | 234 |
|
|
2023
Q4 | $21.1M | Sell |
156,590
-100,434
| -39% | -$13.5M | 0.04% | 235 |
|
|
2023
Q3 | $31.1M | Buy |
257,024
+232,668
| +955% | +$28.2M | 0.04% | 178 |
|
|
2023
Q2 | $2.77M | Buy |
24,356
+2,075
| +9% | +$236K | ﹤0.01% | 698 |
|
|
2023
Q1 | $2.19M | Sell |
22,281
-2,013
| -8% | -$198K | ﹤0.01% | 744 |
|
|
2022
Q4 | $2.44M | Buy |
24,294
+5,680
| +31% | +$570K | ﹤0.01% | 685 |
|
|
2022
Q3 | $1.85M | Buy |
18,614
+2,192
| +13% | +$217K | ﹤0.01% | 724 |
|
|
2022
Q2 | $2.13M | Buy |
16,422
+1,855
| +13% | +$241K | ﹤0.01% | 695 |
|
|
2022
Q1 | $2.07M | Sell |
14,567
-467
| -3% | -$66.2K | ﹤0.01% | 715 |
|
|
2021
Q4 | $2.66M | Sell |
15,034
-217
| -1% | -$38.4K | ﹤0.01% | 607 |
|
|
2021
Q3 | $2.2M | Buy |
15,251
+1,136
| +8% | +$164K | ﹤0.01% | 657 |
|
|
2021
Q2 | $2.12M | Sell |
14,115
-2,980
| -17% | -$448K | ﹤0.01% | 659 |
|
|
2021
Q1 | $2.41M | Buy |
17,095
+301
| +2% | +$42.4K | ﹤0.01% | 639 |
|
|
2020
Q4 | $2.34M | Buy |
16,794
+1,614
| +11% | +$225K | 0.01% | 599 |
|
|
2020
Q3 | $2.23M | Buy |
15,180
+1,107
| +8% | +$162K | 0.01% | 524 |
|
|
2020
Q2 | $2M | Sell |
14,073
-1,783
| -11% | -$253K | 0.01% | 489 |
|
|
2020
Q1 | $2.2M | Sell |
15,856
-943
| -6% | -$131K | 0.01% | 397 |
|
|
2019
Q4 | $2.01M | Buy |
16,799
+243
| +1% | +$29.1K | 0.01% | 512 |
|
|
2019
Q3 | $2.15M | Sell |
16,556
-412
| -2% | -$53.5K | 0.01% | 471 |
|
|
2019
Q2 | $2M | Buy |
16,968
+4,857
| +40% | +$572K | 0.01% | 493 |
|
|
2019
Q1 | $1.44M | Buy |
12,111
+761
| +7% | +$90.5K | 0.01% | 584 |
|
|
2018
Q4 | $1.21M | Sell |
11,350
-1,068
| -9% | -$114K | 0.01% | 599 |
|
|
2018
Q3 | $1.4M | Buy |
12,418
+697
| +6% | +$78.4K | 0.01% | 610 |
|
|
2018
Q2 | $1.31M | Buy |
11,721
+1,041
| +10% | +$116K | 0.01% | 600 |
|
|
2018
Q1 | $1.13M | Buy |
10,680
+476
| +5% | +$50.1K | ﹤0.01% | 666 |
|
|
2017
Q4 | $1.16M | Sell |
10,204
-9,976
| -49% | -$1.14M | 0.01% | 646 |
|
|
2017
Q3 | $2.39M | Buy |
20,180
+3,095
| +18% | +$366K | 0.01% | 410 |
|
|
2017
Q2 | $1.93M | Buy |
17,085
+2,788
| +20% | +$315K | 0.01% | 443 |
|
|
2017
Q1 | $1.52M | Sell |
14,297
-1,646
| -10% | -$175K | 0.01% | 518 |
|
|
2016
Q4 | $1.57M | Sell |
15,943
-740
| -4% | -$72.7K | 0.01% | 476 |
|
|
2016
Q3 | $1.62M | Buy |
16,683
+545
| +3% | +$52.9K | 0.01% | 437 |
|
|
2016
Q2 | $1.76M | Buy |
16,138
+10,278
| +175% | +$1.12M | 0.01% | 367 |
|
|
2016
Q1 | $519K | Sell |
5,860
-248
| -4% | -$22K | ﹤0.01% | 731 |
|
|
2015
Q4 | $462K | Buy |
6,108
+239
| +4% | +$18.1K | ﹤0.01% | 795 |
|
|
2015
Q3 | $383K | Buy |
+5,869
| New | +$383K | ﹤0.01% | 851 |
|
|
2015
Q2 | – | Sell |
-5,666
| Closed | -$374K | – | 1495 |
|
|
2015
Q1 | $374K | Sell |
5,666
-540
| -9% | -$35.6K | ﹤0.01% | 869 |
|
|
2014
Q4 | $411K | Buy |
6,206
+4,728
| +320% | +$313K | ﹤0.01% | 769 |
|
|
2014
Q3 | $92K | Buy |
1,478
+454
| +44% | +$28.3K | ﹤0.01% | 1522 |
|
|
2014
Q2 | $60K | Buy |
1,024
+662
| +183% | +$38.8K | ﹤0.01% | 1737 |
|
|
2014
Q1 | $19K | Sell |
362
-312
| -46% | -$16.4K | ﹤0.01% | 2378 |
|
|
2013
Q4 | $33K | Buy |
674
+72
| +12% | +$3.53K | ﹤0.01% | 1878 |
|
|
2013
Q3 | $32K | Buy |
602
+213
| +55% | +$11.3K | ﹤0.01% | 1792 |
|
|
2013
Q2 | $24K | Buy |
+389
| New | +$24K | ﹤0.01% | 1819 |
|