Hummer Financial Advisory Services’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 | $279K | Hold |
1,600
| – | – | 0.21% | 89 |
|
|
2025
Q1 | $229K | Buy |
1,600
+100
| +7% | +$14.3K | 0.19% | 97 |
|
|
2024
Q4 | $268K | Hold |
1,500
| – | – | 0.21% | 86 |
|
|
2024
Q3 | $243K | Sell |
1,500
-100
| -6% | -$16.2K | 0.19% | 93 |
|
|
2024
Q2 | $243K | Hold |
1,600
| – | – | 0.21% | 92 |
|
|
2024
Q1 | $230K | Hold |
1,600
| – | – | 0.19% | 98 |
|
|
2023
Q4 | $217K | Buy |
+1,600
| New | +$217K | 0.2% | 96 |
|
|
2022
Q3 | – | Sell |
-1,700
| Closed | -$221K | – | 88 |
|
|
2022
Q2 | $221K | Hold |
1,700
| – | – | 0.25% | 88 |
|
|
2022
Q1 | $241K | Buy |
1,700
+100
| +6% | +$14.2K | 0.22% | 91 |
|
|
2021
Q4 | $285K | Sell |
1,600
-100
| -6% | -$17.8K | 0.24% | 81 |
|
|
2021
Q3 | $246K | Hold |
1,700
| – | – | 0.23% | 92 |
|
|
2021
Q2 | $256K | Hold |
1,700
| – | – | 0.24% | 92 |
|
|
2021
Q1 | $239K | Buy |
1,700
+200
| +13% | +$28.1K | 0.23% | 93 |
|
|
2020
Q4 | $211K | Hold |
1,500
| – | – | 0.22% | 95 |
|
|
2020
Q3 | $220K | Sell |
1,500
-200
| -12% | -$29.3K | 0.26% | 86 |
|
|
2020
Q2 | $242K | Hold |
1,700
| – | – | 0.31% | 72 |
|
|
2020
Q1 | $236K | Buy |
+1,700
| New | +$236K | 0.36% | 70 |
|