Kestra 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 | $4.7M | Buy |
26,944
+649
| +2% | +$113K | 0.02% | 663 |
|
2025
Q1 | $3.77M | Sell |
26,295
-2,061
| -7% | -$295K | 0.02% | 692 |
|
2024
Q4 | $5.03M | Buy |
28,356
+19,969
| +238% | +$3.54M | 0.03% | 577 |
|
2024
Q3 | $1.36M | Sell |
8,387
-16,960
| -67% | -$2.74M | 0.01% | 1156 |
|
2024
Q2 | $3.85M | Buy |
25,347
+2,058
| +9% | +$313K | 0.02% | 683 |
|
2024
Q1 | $3.35M | Buy |
23,289
+14,443
| +163% | +$2.08M | 0.02% | 667 |
|
2023
Q4 | $1.2M | Buy |
+8,846
| New | +$1.2M | 0.01% | 1033 |
|
2023
Q2 | – | Sell |
-2,639
| Closed | -$259K | – | 2122 |
|
2023
Q1 | $259K | Buy |
+2,639
| New | +$259K | ﹤0.01% | 1660 |
|
2021
Q4 | – | Sell |
-3,112
| Closed | -$449K | – | 2054 |
|
2021
Q3 | $449K | Buy |
+3,112
| New | +$449K | ﹤0.01% | 1447 |
|