Dakota Wealth Management’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 | – | Sell |
-6,358
| Closed | -$911K | – | 774 |
|
|
2025
Q1 | $911K | Buy |
+6,358
| New | +$911K | 0.02% | 384 |
|
|
2024
Q4 | – | Sell |
-18,073
| Closed | -$2.92M | – | 760 |
|
|
2024
Q3 | $2.92M | Buy |
18,073
+2,916
| +19% | +$472K | 0.07% | 226 |
|
|
2024
Q2 | $2.3M | Buy |
15,157
+1,772
| +13% | +$269K | 0.05% | 242 |
|
|
2024
Q1 | $1.93M | Buy |
13,385
+4,707
| +54% | +$678K | 0.05% | 266 |
|
|
2023
Q4 | $1.17M | Buy |
+8,678
| New | +$1.17M | 0.05% | 290 |
|
|
2022
Q4 | – | Sell |
-2,794
| Closed | -$277K | – | 599 |
|
|
2022
Q3 | $277K | Sell |
2,794
-5,942
| -68% | -$589K | 0.02% | 435 |
|
|
2022
Q2 | $1.13M | Sell |
8,736
-10,385
| -54% | -$1.35M | 0.1% | 178 |
|
|
2022
Q1 | $2.71M | Buy |
19,121
+3,007
| +19% | +$426K | 0.22% | 122 |
|
|
2021
Q4 | $2.85M | Buy |
16,114
+13,277
| +468% | +$2.35M | 0.3% | 90 |
|
|
2021
Q3 | $409K | Buy |
+2,837
| New | +$409K | 0.05% | 254 |
|