Crestwood Advisors Group’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
$2.3M Buy
2025
Q1
$1.81M Buy
2024
Q4
$2.17M Buy
2024
Q3
$1.94M Sell
2024
Q2
$1.82M Buy
2024
Q1
$1.7M Sell
2023
Q4
$1.63M Sell
2023
Q3
$1.55M Buy
2018
Q3
Sell
2018
Q2
$263K Hold
2018
Q1
$228K Sell
2017
Q4
$537K Buy