Kestra Private Wealth 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 | $2.82M | Sell |
16,190
-361
| -2% | -$62.9K | 0.04% | 407 |
|
|
2025
Q1 | $2.37M | Buy |
16,551
+2,079
| +14% | +$298K | 0.04% | 417 |
|
|
2024
Q4 | $2.57M | Buy |
14,472
+2,752
| +23% | +$488K | 0.04% | 370 |
|
|
2024
Q3 | $1.9M | Buy |
11,720
+1,919
| +20% | +$311K | 0.03% | 432 |
|
|
2024
Q2 | $1.49M | Buy |
9,801
+87
| +0.9% | +$13.2K | 0.03% | 462 |
|
|
2024
Q1 | $1.4M | Buy |
9,714
+7,369
| +314% | +$1.06M | 0.03% | 473 |
|
|
2023
Q4 | $318K | Buy |
+2,345
| New | +$318K | 0.01% | 919 |
|
|
2020
Q4 | – | Sell |
-1,879
| Closed | -$276K | – | 747 |
|
|
2020
Q3 | $276K | Buy |
+1,879
| New | +$276K | 0.02% | 505 |
|