Independent Advisor Alliance’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 | $1.45M | Buy |
8,294
+1,560
| +23% | +$272K | 0.04% | 340 |
|
|
2025
Q1 | $965K | Sell |
6,734
-196
| -3% | -$28.1K | 0.03% | 379 |
|
|
2024
Q4 | $1.23M | Buy |
6,930
+1,283
| +23% | +$228K | 0.02% | 661 |
|
|
2024
Q3 | $914K | Sell |
5,647
-138
| -2% | -$22.3K | 0.03% | 345 |
|
|
2024
Q2 | $880K | Sell |
5,785
-454
| -7% | -$69K | 0.03% | 349 |
|
|
2024
Q1 | $899K | Sell |
6,239
-280
| -4% | -$40.3K | 0.03% | 341 |
|
|
2023
Q4 | $877K | Sell |
6,519
-105
| -2% | -$14.1K | 0.03% | 331 |
|
|
2023
Q3 | $802K | Sell |
6,624
-449
| -6% | -$54.3K | 0.04% | 324 |
|
|
2023
Q2 | $805K | Sell |
7,073
-23
| -0.3% | -$2.62K | 0.04% | 332 |
|
|
2023
Q1 | $698K | Buy |
+7,096
| New | +$698K | 0.03% | 349 |
|
|
2022
Q4 | – | Sell |
-7,772
| Closed | -$771K | – | 477 |
|
|
2022
Q3 | $771K | Sell |
7,772
-287
| -4% | -$28.5K | 0.05% | 293 |
|
|
2022
Q2 | $1.05M | Sell |
8,059
-103
| -1% | -$13.4K | 0.06% | 260 |
|
|
2022
Q1 | $1.16M | Buy |
8,162
+2,732
| +50% | +$387K | 0.06% | 257 |
|
|
2021
Q4 | $960K | Buy |
5,430
+50
| +0.9% | +$8.84K | 0.05% | 283 |
|
|
2021
Q3 | $777K | Buy |
5,380
+147
| +3% | +$21.2K | 0.04% | 297 |
|
|
2021
Q2 | $787K | Sell |
5,233
-7
| -0.1% | -$1.05K | 0.04% | 309 |
|
|
2021
Q1 | $738K | Sell |
5,240
-837
| -14% | -$118K | 0.04% | 300 |
|
|
2020
Q4 | $848K | Sell |
6,077
-178
| -3% | -$24.8K | 0.06% | 242 |
|
|
2020
Q3 | $918K | Buy |
6,255
+658
| +12% | +$96.6K | 0.07% | 198 |
|
|
2020
Q2 | $795K | Buy |
5,597
+869
| +18% | +$123K | 0.09% | 194 |
|
|
2020
Q1 | $657K | Sell |
4,728
-89
| -2% | -$12.4K | 0.1% | 180 |
|
|
2019
Q4 | $577K | Buy |
4,817
+317
| +7% | +$38K | 0.03% | 500 |
|
|
2019
Q3 | $584K | Buy |
4,500
+60
| +1% | +$7.79K | 0.07% | 233 |
|
|
2019
Q2 | $523K | Sell |
4,440
-222
| -5% | -$26.2K | 0.08% | 217 |
|
|
2019
Q1 | $555K | Sell |
4,662
-275
| -6% | -$32.7K | 0.08% | 214 |
|
|
2018
Q4 | $526K | Sell |
4,937
-174
| -3% | -$18.5K | 0.09% | 186 |
|
|
2018
Q3 | $569K | Buy |
5,111
+407
| +9% | +$45.3K | 0.1% | 170 |
|
|
2018
Q2 | $525K | Sell |
4,704
-414
| -8% | -$46.2K | 0.11% | 177 |
|
|
2018
Q1 | $527K | Sell |
5,118
-714
| -12% | -$73.5K | 0.12% | 182 |
|
|
2017
Q4 | $666K | Sell |
5,832
-76
| -1% | -$8.68K | 0.15% | 153 |
|
|
2017
Q3 | $703K | Buy |
5,908
+206
| +4% | +$24.5K | 0.19% | 126 |
|
|
2017
Q2 | $628K | Buy |
5,702
+297
| +5% | +$32.7K | 0.2% | 120 |
|
|
2017
Q1 | $578K | Buy |
5,405
+623
| +13% | +$66.6K | 0.09% | 217 |
|
|
2016
Q4 | $506K | Buy |
+4,782
| New | +$506K | 0.22% | 110 |
|