IFP Advisors’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 | $1.89M | Buy |
10,193
+563
| +6% | +$104K | 0.05% | 363 |
|
|
2025
Q1 | $1.38M | Buy |
9,630
+9,041
| +1,535% | +$1.3M | 0.04% | 461 |
|
|
2024
Q4 | $104K | Buy |
589
+95
| +19% | +$16.8K | ﹤0.01% | 1451 |
|
|
2024
Q3 | $79.9K | Sell |
494
-36
| -7% | -$5.83K | ﹤0.01% | 1506 |
|
|
2024
Q2 | $80.6K | Buy |
530
+18
| +4% | +$2.74K | ﹤0.01% | 1449 |
|
|
2024
Q1 | $73.7K | Sell |
512
-182
| -26% | -$26.2K | ﹤0.01% | 1423 |
|
|
2023
Q4 | $93.4K | Buy |
694
+314
| +83% | +$42.3K | ﹤0.01% | 1281 |
|
|
2023
Q3 | $46K | Sell |
380
-1,128
| -75% | -$137K | ﹤0.01% | 1596 |
|
|
2023
Q2 | $172K | Sell |
1,508
-1,207
| -44% | -$137K | 0.01% | 1093 |
|
|
2023
Q1 | $166K | Sell |
2,715
-2,128
| -44% | -$130K | 0.01% | 1022 |
|
|
2022
Q4 | $307K | Sell |
4,843
-1,121
| -19% | -$71.1K | 0.01% | 1134 |
|
|
2022
Q3 | $390K | Buy |
5,964
+1,840
| +45% | +$120K | 0.01% | 1046 |
|
|
2022
Q2 | $276K | Hold |
4,124
| – | – | 0.01% | 1124 |
|
|
2022
Q1 | $276K | Buy |
4,124
+2,119
| +106% | +$142K | 0.01% | 1124 |
|
|
2021
Q4 | $355K | Buy |
2,005
+46
| +2% | +$8.15K | 0.01% | 707 |
|
|
2021
Q3 | $286K | Buy |
1,959
+394
| +25% | +$57.5K | 0.01% | 761 |
|
|
2021
Q2 | $234K | Sell |
1,565
-411
| -21% | -$61.5K | ﹤0.01% | 830 |
|
|
2021
Q1 | $279K | Buy |
1,976
+274
| +16% | +$38.7K | 0.01% | 701 |
|
|
2020
Q4 | $239K | Buy |
1,702
+107
| +7% | +$15K | 0.01% | 734 |
|
|
2020
Q3 | $237K | Buy |
1,595
+65
| +4% | +$9.66K | 0.01% | 644 |
|
|
2020
Q2 | $217K | Buy |
1,530
+412
| +37% | +$58.4K | 0.02% | 635 |
|
|
2020
Q1 | $147K | Sell |
1,118
-1,515
| -58% | -$199K | 0.01% | 681 |
|
|
2019
Q4 | $311K | Sell |
2,633
-297
| -10% | -$35.1K | 0.02% | 544 |
|
|
2019
Q3 | $376K | Buy |
+2,930
| New | +$376K | 0.03% | 568 |
|
|
2019
Q1 | $120K | Sell |
997
-2,308
| -70% | -$278K | 0.02% | 626 |
|
|
2018
Q4 | $351K | Sell |
3,305
-609
| -16% | -$64.7K | 0.02% | 655 |
|
|
2018
Q3 | $440K | Sell |
3,914
-802
| -17% | -$90.2K | 0.02% | 722 |
|
|
2018
Q2 | $526K | Buy |
4,716
+765
| +19% | +$85.3K | 0.02% | 638 |
|
|
2018
Q1 | $450K | Hold |
3,951
| – | – | 0.02% | 662 |
|
|
2017
Q4 | $450K | Sell |
3,951
-4,618
| -54% | -$526K | 0.02% | 659 |
|
|
2017
Q3 | $1.01M | Buy |
8,569
+2,829
| +49% | +$335K | 0.04% | 440 |
|
|
2017
Q2 | $648K | Sell |
5,740
-76
| -1% | -$8.58K | 0.03% | 573 |
|
|
2017
Q1 | $619K | Buy |
5,816
+880
| +18% | +$93.7K | 0.03% | 582 |
|
|
2016
Q4 | $485K | Buy |
4,936
+1,667
| +51% | +$164K | 0.02% | 626 |
|
|
2016
Q3 | $318K | Sell |
3,269
-923
| -22% | -$89.8K | 0.02% | 783 |
|
|
2016
Q2 | $457K | Buy |
4,192
+3,195
| +320% | +$348K | 0.03% | 579 |
|
|
2016
Q1 | $120K | Sell |
997
-3,462
| -78% | -$417K | 0.02% | 626 |
|
|
2015
Q4 | $337K | Buy |
+4,459
| New | +$337K | 0.02% | 613 |
|