GeoWealth 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 | $2.92M | Sell |
16,761
-498
| -3% | -$86.8K | 0.11% | 105 |
|
|
2025
Q1 | $2.47M | Sell |
17,259
-129
| -0.7% | -$18.5K | 0.1% | 115 |
|
|
2024
Q4 | $3.08M | Buy |
17,388
+3,579
| +26% | +$635K | 0.1% | 136 |
|
|
2024
Q3 | $2.23M | Buy |
13,809
+1,154
| +9% | +$187K | 0.08% | 169 |
|
|
2024
Q2 | $1.92M | Buy |
12,655
+3,135
| +33% | +$477K | 0.08% | 163 |
|
|
2024
Q1 | $1.37M | Buy |
9,520
+6,725
| +241% | +$969K | 0.05% | 236 |
|
|
2023
Q4 | $376K | Buy |
+2,795
| New | +$376K | 0.03% | 379 |
|