Crestwood Advisors 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 | $2.3M | Buy |
13,213
+566
| +4% | +$98.7K | 0.04% | 193 |
|
|
2025
Q1 | $1.81M | Buy |
12,647
+427
| +3% | +$61.2K | 0.03% | 211 |
|
|
2024
Q4 | $2.17M | Buy |
12,220
+261
| +2% | +$46.3K | 0.04% | 182 |
|
|
2024
Q3 | $1.94M | Sell |
11,959
-36
| -0.3% | -$5.83K | 0.04% | 186 |
|
|
2024
Q2 | $1.82M | Buy |
11,995
+202
| +2% | +$30.7K | 0.04% | 180 |
|
|
2024
Q1 | $1.7M | Sell |
11,793
-299
| -2% | -$43.1K | 0.04% | 185 |
|
|
2023
Q4 | $1.63M | Sell |
12,092
-747
| -6% | -$101K | 0.04% | 175 |
|
|
2023
Q3 | $1.55M | Buy |
+12,839
| New | +$1.55M | 0.04% | 169 |
|
|
2018
Q3 | – | Sell |
-2,162
| Closed | -$263K | – | 176 |
|
|
2018
Q2 | $263K | Hold |
2,162
| – | – | 0.02% | 143 |
|
|
2018
Q1 | $228K | Sell |
2,162
-2,550
| -54% | -$269K | 0.02% | 152 |
|
|
2017
Q4 | $537K | Buy |
+4,712
| New | +$537K | 0.04% | 105 |
|