FineMark National Bank & Trust’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
$10.5M Sell
60,505
-2,013
-3% -$351K 0.36% 77
2025
Q1
$8.96M Buy
62,518
+2,537
+4% +$364K 0.33% 78
2024
Q4
$10.6M Buy
59,981
+2,016
+3% +$357K 0.37% 79
2024
Q3
$9.38M Buy
57,965
+17,382
+43% +$2.81M 0.33% 82
2024
Q2
$6.17M Buy
+40,583
New +$6.17M 0.23% 101
2017
Q1
Sell
-300
Closed -$29K 534
2016
Q4
$29K Hold
300
﹤0.01% 740
2016
Q3
$29K Hold
300
﹤0.01% 729
2016
Q2
$33K Hold
300
﹤0.01% 708
2016
Q1
$27K Sell
300
-271
-47% -$24.4K ﹤0.01% 719
2015
Q4
$43K Buy
571
+119
+26% +$8.96K 0.01% 634
2015
Q3
$30K Buy
452
+154
+52% +$10.2K ﹤0.01% 760
2015
Q2
$20K Hold
298
﹤0.01% 889
2015
Q1
$20K Hold
298
﹤0.01% 885
2014
Q4
$20K Hold
298
﹤0.01% 907
2014
Q3
$19K Sell
298
-100
-25% -$6.38K ﹤0.01% 894
2014
Q2
$23K Sell
398
-495
-55% -$28.6K ﹤0.01% 866
2014
Q1
$47K Buy
893
+518
+138% +$27.3K 0.01% 627
2013
Q4
$18K Hold
375
﹤0.01% 867
2013
Q3
$20K Sell
375
-120
-24% -$6.4K 0.01% 801
2013
Q2
$30K Buy
+495
New +$30K 0.01% 670