Geneos 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 | $239K | Sell |
1,372
-1,181
| -46% | -$206K | 0.01% | 930 |
|
|
2025
Q1 | $383K | Buy |
2,553
+1,562
| +158% | +$234K | 0.01% | 989 |
|
|
2024
Q4 | $176K | Sell |
991
-27
| -3% | -$4.79K | 0.01% | 885 |
|
|
2024
Q3 | $165K | Hold |
1,018
| – | – | 0.01% | 821 |
|
|
2024
Q2 | $155K | Buy |
1,018
+40
| +4% | +$6.08K | 0.01% | 764 |
|
|
2024
Q1 | $141K | Sell |
978
-10
| -1% | -$1.44K | 0.01% | 779 |
|
|
2023
Q4 | $133K | Buy |
988
+15
| +2% | +$2.02K | 0.01% | 765 |
|
|
2023
Q3 | $118K | Buy |
973
+50
| +5% | +$6.05K | 0.01% | 826 |
|
|
2023
Q2 | $105K | Buy |
923
+41
| +5% | +$4.67K | 0.01% | 860 |
|
|
2023
Q1 | $86.7K | Sell |
882
-92
| -9% | -$9.04K | 0.01% | 888 |
|
|
2022
Q4 | $97.7K | Sell |
974
-73
| -7% | -$7.32K | 0.01% | 832 |
|
|
2022
Q3 | $103K | Sell |
1,047
-899
| -46% | -$88.4K | 0.01% | 791 |
|
|
2022
Q2 | $256K | Sell |
1,946
-6
| -0.3% | -$789 | 0.01% | 662 |
|
|
2022
Q1 | $276K | Buy |
1,952
+13
| +0.7% | +$1.84K | 0.01% | 692 |
|
|
2021
Q4 | $343K | Sell |
1,939
-212
| -10% | -$37.5K | 0.01% | 693 |
|
|
2021
Q3 | $312K | Sell |
2,151
-44
| -2% | -$6.38K | 0.01% | 696 |
|
|
2021
Q2 | $329K | Sell |
2,195
-90
| -4% | -$13.5K | 0.01% | 663 |
|
|
2021
Q1 | $352K | Sell |
2,285
-100
| -4% | -$15.4K | 0.01% | 732 |
|
|
2020
Q4 | $338K | Buy |
2,385
+128
| +6% | +$18.1K | 0.01% | 646 |
|
|
2020
Q3 | $320K | Sell |
2,257
-20
| -0.9% | -$2.84K | 0.02% | 543 |
|
|
2020
Q2 | $320K | Buy |
2,277
+170
| +8% | +$23.9K | 0.02% | 527 |
|
|
2020
Q1 | $289K | Buy |
2,107
+602
| +40% | +$82.6K | 0.02% | 506 |
|
|
2019
Q4 | $177K | Hold |
1,505
| – | – | 0.01% | 734 |
|
|
2019
Q3 | $193K | Sell |
1,505
-24
| -2% | -$3.08K | 0.01% | 670 |
|
|
2019
Q2 | $180K | Sell |
1,529
-7
| -0.5% | -$824 | 0.01% | 706 |
|
|
2019
Q1 | $182K | Buy |
1,536
+99
| +7% | +$11.7K | 0.01% | 672 |
|
|
2018
Q4 | $152K | Sell |
1,437
-32
| -2% | -$3.39K | 0.01% | 685 |
|
|
2018
Q3 | $165K | Buy |
1,469
+119
| +9% | +$13.4K | 0.01% | 709 |
|
|
2018
Q2 | $150K | Sell |
1,350
-147
| -10% | -$16.3K | 0.01% | 650 |
|
|
2018
Q1 | $157K | Sell |
1,497
-467
| -24% | -$49K | 0.01% | 602 |
|
|
2017
Q4 | $223K | Buy |
1,964
+114
| +6% | +$12.9K | 0.02% | 502 |
|
|
2017
Q3 | $218K | Buy |
1,850
+342
| +23% | +$40.3K | 0.02% | 489 |
|
|
2017
Q2 | $170K | Buy |
1,508
+145
| +11% | +$16.3K | 0.02% | 537 |
|
|
2017
Q1 | $145K | Buy |
1,363
+120
| +10% | +$12.8K | 0.02% | 553 |
|
|
2016
Q4 | $122K | Buy |
1,243
+750
| +152% | +$73.6K | 0.02% | 563 |
|
|
2016
Q3 | $47K | Buy |
493
+100
| +25% | +$9.53K | 0.01% | 834 |
|
|
2016
Q2 | $42K | Buy |
393
+98
| +33% | +$10.5K | 0.01% | 863 |
|
|
2016
Q1 | $26K | Buy |
+295
| New | +$26K | ﹤0.01% | 1005 |
|