Kovack 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 | $1.34M | Sell |
7,667
-375
| -5% | -$65.4K | 0.13% | 153 |
|
|
2025
Q1 | $1.15M | Buy |
8,042
+3,468
| +76% | +$497K | 0.12% | 157 |
|
|
2024
Q4 | $811K | Buy |
4,574
+733
| +19% | +$130K | 0.08% | 201 |
|
|
2024
Q3 | $622K | Sell |
3,841
-21
| -0.5% | -$3.4K | 0.07% | 255 |
|
|
2024
Q2 | $587K | Buy |
3,862
+83
| +2% | +$12.6K | 0.06% | 268 |
|
|
2024
Q1 | $544K | Buy |
3,779
+995
| +36% | +$143K | 0.07% | 241 |
|
|
2023
Q4 | $375K | Buy |
2,784
+109
| +4% | +$14.7K | 0.04% | 368 |
|
|
2023
Q3 | $324K | Buy |
+2,675
| New | +$324K | 0.05% | 369 |
|