HB 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 | $1.85M | Buy |
10,602
+804
| +8% | +$140K | 0.01% | 390 |
|
|
2025
Q1 | $1.4M | Buy |
9,798
+1,548
| +19% | +$222K | 0.01% | 451 |
|
|
2024
Q4 | $1.46M | Buy |
8,250
+1,469
| +22% | +$261K | 0.01% | 347 |
|
|
2024
Q3 | $1.1M | Buy |
6,781
+428
| +7% | +$69.3K | 0.01% | 371 |
|
|
2024
Q2 | $966K | Buy |
6,353
+2,993
| +89% | +$455K | 0.01% | 369 |
|
|
2024
Q1 | $484K | Buy |
3,360
+322
| +11% | +$46.4K | 0.01% | 509 |
|
|
2023
Q4 | $409K | Sell |
3,038
-171
| -5% | -$23K | 0.01% | 511 |
|
|
2023
Q3 | $388K | Buy |
3,209
+1,010
| +46% | +$122K | 0.01% | 502 |
|
|
2023
Q2 | $250K | Sell |
2,199
-221
| -9% | -$25.2K | ﹤0.01% | 597 |
|
|
2023
Q1 | $238K | Sell |
2,420
-281
| -10% | -$27.6K | ﹤0.01% | 617 |
|
|
2022
Q4 | $271K | Buy |
+2,701
| New | +$271K | ﹤0.01% | 544 |
|