Geneos Wealth Management’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
Q3 | $227K | Sell |
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|
2025
Q2 | $239K | Sell |
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|
2025
Q1 | $383K | Buy |
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|
2024
Q4 | $176K | Sell |
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|
2024
Q3 | $165K | Hold |
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|
2024
Q2 | $155K | Buy |
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|
2024
Q1 | $141K | Sell |
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|
2023
Q4 | $133K | Buy |
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|
2023
Q3 | $118K | Buy |
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|
2023
Q2 | $105K | Buy |
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|
2023
Q1 | $86.7K | Sell |
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|
2022
Q4 | $97.7K | Sell |
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|
2022
Q3 | $103K | Sell |
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|
2022
Q2 | $256K | Sell |
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|
2022
Q1 | $276K | Buy |
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|
2021
Q4 | $343K | Sell |
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|
2021
Q3 | $312K | Sell |
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|
2021
Q2 | $329K | Sell |
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|
2021
Q1 | $352K | Sell |
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|
2020
Q4 | $338K | Buy |
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|
2020
Q3 | $320K | Sell |
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|
2020
Q2 | $320K | Buy |
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|
2020
Q1 | $289K | Buy |
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|
2019
Q4 | $177K | Hold |
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|
2019
Q3 | $193K | Sell |
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|
2019
Q2 | $180K | Sell |
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|
2019
Q1 | $182K | Buy |
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|
2018
Q4 | $152K | Sell |
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|
2018
Q3 | $165K | Buy |
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|
2018
Q2 | $150K | Sell |
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|
2018
Q1 | $157K | Sell |
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|
2017
Q4 | $223K | Buy |
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|
2017
Q3 | $218K | Buy |
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|
2017
Q2 | $170K | Buy |
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|
2017
Q1 | $145K | Buy |
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|
2016
Q4 | $122K | Buy |
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|
2016
Q3 | $47K | Buy |
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|
2016
Q2 | $42K | Buy |
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|
2016
Q1 | $26K | Buy |
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