Jackson Grant Investment Advisers’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 | $78.3K | Buy |
449
+276
| +160% | +$48.1K | 0.03% | 155 |
|
|
2025
Q1 | $24.8K | Hold |
173
| – | – | 0.01% | 215 |
|
|
2024
Q4 | $30.7K | Hold |
173
| – | – | 0.01% | 207 |
|
|
2024
Q3 | $28K | Hold |
173
| – | – | 0.01% | 210 |
|
|
2024
Q2 | $26.3K | Hold |
173
| – | – | 0.01% | 212 |
|
|
2024
Q1 | $24.9K | Hold |
173
| – | – | 0.01% | 215 |
|
|
2023
Q4 | $23.3K | Buy |
173
+60
| +53% | +$8.08K | 0.01% | 215 |
|
|
2023
Q3 | $13.7K | Hold |
113
| – | – | 0.01% | 241 |
|
|
2023
Q2 | $12.9K | Hold |
113
| – | – | 0.01% | 249 |
|
|
2023
Q1 | $11.1K | Hold |
113
| – | – | 0.01% | 291 |
|
|
2022
Q4 | $11.3K | Hold |
113
| – | – | 0.01% | 287 |
|
|
2022
Q3 | $11K | Hold |
113
| – | – | 0.01% | 297 |
|
|
2022
Q2 | $15K | Sell |
113
-799
| -88% | -$106K | 0.01% | 292 |
|
|
2022
Q1 | $129K | Buy |
912
+13
| +1% | +$1.84K | 0.05% | 135 |
|
|
2021
Q4 | $159K | Sell |
899
-307
| -25% | -$54.3K | 0.08% | 101 |
|
|
2021
Q3 | $174K | Hold |
1,206
| – | – | 0.08% | 113 |
|
|
2021
Q2 | $181K | Hold |
1,206
| – | – | 0.08% | 112 |
|
|
2021
Q1 | $170K | Buy |
1,206
+113
| +10% | +$15.9K | 0.08% | 116 |
|
|
2020
Q4 | $152K | Hold |
1,093
| – | – | 0.08% | 106 |
|
|
2020
Q3 | $160K | Hold |
1,093
| – | – | 0.1% | 92 |
|
|
2020
Q2 | $155K | Hold |
1,093
| – | – | 0.1% | 85 |
|
|
2020
Q1 | $152K | Buy |
+1,093
| New | +$152K | 0.11% | 84 |
|