Creative Planning’s Digital Realty Trust DLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.9M | Buy |
|
|||||
|
2025
Q1 | $22.6M | Buy |
|
|||||
|
2024
Q4 | $27.8M | Sell |
|
|||||
|
2024
Q3 | $26.8M | Buy |
|
|||||
|
2024
Q2 | $25M | Buy |
|
|||||
|
2024
Q1 | $23.2M | Buy |
|
|||||
|
2023
Q4 | $21.1M | Sell |
|
|||||
|
2023
Q3 | $31.1M | Buy |
|
|||||
|
2023
Q2 | $2.77M | Buy |
|
|||||
|
2023
Q1 | $2.19M | Sell |
|
|||||
|
2022
Q4 | $2.44M | Buy |
|
|||||
|
2022
Q3 | $1.85M | Buy |
|
|||||
|
2022
Q2 | $2.13M | Buy |
|
|||||
|
2022
Q1 | $2.07M | Sell |
|
|||||
|
2021
Q4 | $2.66M | Sell |
|
|||||
|
2021
Q3 | $2.2M | Buy |
|
|||||
|
2021
Q2 | $2.12M | Sell |
|
|||||
|
2021
Q1 | $2.41M | Buy |
|
|||||
|
2020
Q4 | $2.34M | Buy |
|
|||||
|
2020
Q3 | $2.23M | Buy |
|
|||||
|
2020
Q2 | $2M | Sell |
|
|||||
|
2020
Q1 | $2.2M | Sell |
|
|||||
|
2019
Q4 | $2.01M | Buy |
|
|||||
|
2019
Q3 | $2.15M | Sell |
|
|||||
|
2019
Q2 | $2M | Buy |
|
|||||
|
2019
Q1 | $1.44M | Buy |
|
|||||
|
2018
Q4 | $1.21M | Sell |
|
|||||
|
2018
Q3 | $1.4M | Buy |
|
|||||
|
2018
Q2 | $1.31M | Buy |
|
|||||
|
2018
Q1 | $1.13M | Buy |
|
|||||
|
2017
Q4 | $1.16M | Sell |
|
|||||
|
2017
Q3 | $2.39M | Buy |
|
|||||
|
2017
Q2 | $1.93M | Buy |
|
|||||
|
2017
Q1 | $1.52M | Sell |
|
|||||
|
2016
Q4 | $1.57M | Sell |
|
|||||
|
2016
Q3 | $1.62M | Buy |
|
|||||
|
2016
Q2 | $1.76M | Buy |
|
|||||
|
2016
Q1 | $519K | Sell |
|
|||||
|
2015
Q4 | $462K | Buy |
|
|||||
|
2015
Q3 | $383K | Buy |
|
|||||
|
2015
Q2 | – | Sell |
|
|||||
|
2015
Q1 | $374K | Sell |
|
|||||
|
2014
Q4 | $411K | Buy |
|
|||||
|
2014
Q3 | $92K | Buy |
|
|||||
|
2014
Q2 | $60K | Buy |
|
|||||
|
2014
Q1 | $19K | Sell |
|
|||||
|
2013
Q4 | $33K | Buy |
|
|||||
|
2013
Q3 | $32K | Buy |
|
|||||
|
2013
Q2 | $24K | Buy |
|