EP Wealth Advisors’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 | $870K | Buy |
4,993
+227
| +5% | +$39.6K | 0.01% | 595 |
|
|
2025
Q1 | $683K | Buy |
4,766
+63
| +1% | +$9.03K | 0.01% | 604 |
|
|
2024
Q4 | $834K | Buy |
4,703
+170
| +4% | +$30.1K | 0.01% | 551 |
|
|
2024
Q3 | $734K | Buy |
4,533
+232
| +5% | +$37.5K | 0.01% | 578 |
|
|
2024
Q2 | $654K | Sell |
4,301
-19
| -0.4% | -$2.89K | 0.01% | 479 |
|
|
2024
Q1 | $622K | Sell |
4,320
-102
| -2% | -$14.7K | 0.01% | 470 |
|
|
2023
Q4 | $595K | Buy |
4,422
+58
| +1% | +$7.81K | 0.01% | 460 |
|
|
2023
Q3 | $528K | Buy |
4,364
+1,032
| +31% | +$125K | 0.01% | 455 |
|
|
2023
Q2 | $497K | Sell |
3,332
-49,720
| -94% | -$7.41M | 0.01% | 466 |
|
|
2023
Q1 | $3.28M | Buy |
53,052
+50,363
| +1,873% | +$3.12M | 0.06% | 175 |
|
|
2022
Q4 | $270K | Buy |
+2,689
| New | +$270K | ﹤0.01% | 489 |
|
|
2022
Q3 | – | Sell |
-3,031
| Closed | -$394K | – | 409 |
|
|
2022
Q2 | $394K | Buy |
3,031
+82
| +3% | +$10.7K | 0.01% | 425 |
|
|
2022
Q1 | $418K | Sell |
2,949
-82
| -3% | -$11.6K | 0.01% | 417 |
|
|
2021
Q4 | $536K | Sell |
3,031
-237
| -7% | -$41.9K | 0.01% | 341 |
|
|
2021
Q3 | $472K | Buy |
3,268
+48
| +1% | +$6.93K | 0.01% | 344 |
|
|
2021
Q2 | $485K | Buy |
3,220
+46
| +1% | +$6.93K | 0.01% | 342 |
|
|
2021
Q1 | $447K | Sell |
3,174
-921
| -22% | -$130K | 0.01% | 347 |
|
|
2020
Q4 | $571K | Buy |
4,095
+927
| +29% | +$129K | 0.02% | 247 |
|
|
2020
Q3 | $465K | Buy |
+3,168
| New | +$465K | 0.02% | 234 |
|
|
2020
Q2 | – | Sell |
-3,602
| Closed | -$500K | – | 258 |
|
|
2020
Q1 | $500K | Sell |
3,602
-1,391
| -28% | -$193K | 0.02% | 254 |
|
|
2019
Q4 | $598K | Buy |
+4,993
| New | +$598K | 0.02% | 256 |
|