Lake Street Advisors Group’s Digital Realty Trust DLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $678K | Buy |
3,799
+107
| +3% | +$19.1K | 0.03% | 278 |
|
|
2024
Q3 | $598K | Buy |
3,692
+55
| +2% | +$8.9K | 0.03% | 290 |
|
|
2024
Q2 | $553K | Sell |
3,637
-297
| -8% | -$45.2K | 0.03% | 302 |
|
|
2024
Q1 | $567K | Buy |
3,934
+88
| +2% | +$12.7K | 0.03% | 321 |
|
|
2023
Q4 | $522K | Buy |
+3,846
| New | +$522K | 0.03% | 320 |
|
|
2022
Q3 | – | Sell |
-14,326
| Closed | -$1.86M | – | 350 |
|
|
2022
Q2 | $1.86M | Buy |
14,326
+1,842
| +15% | +$239K | 0.13% | 105 |
|
|
2022
Q1 | $1.77M | Buy |
12,484
+251
| +2% | +$35.6K | 0.11% | 120 |
|
|
2021
Q4 | $2.16M | Sell |
12,233
-252
| -2% | -$44.6K | 0.14% | 103 |
|
|
2021
Q3 | $1.8M | Buy |
+12,485
| New | +$1.8M | 0.19% | 92 |
|
|
2018
Q3 | – | Sell |
-11,102
| Closed | -$1.24M | – | 244 |
|
|
2018
Q2 | $1.24M | Buy |
+11,102
| New | +$1.24M | 0.12% | 63 |
|
|
2018
Q1 | – | Sell |
-3,344
| Closed | -$381K | – | 326 |
|
|
2017
Q4 | $381K | Buy |
+3,344
| New | +$381K | 0.04% | 173 |
|