Larson Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $128K | Buy |
734
+310
| +73% | +$54.1K | 0.01% | 762 |
|
|
2025
Q1 | $60.7K | Buy |
424
+132
| +45% | +$18.9K | ﹤0.01% | 944 |
|
|
2024
Q4 | $51.8K | Buy |
292
+183
| +168% | +$32.5K | ﹤0.01% | 889 |
|
|
2024
Q3 | $17.6K | Buy |
109
+3
| +3% | +$485 | ﹤0.01% | 1255 |
|
|
2024
Q2 | $16.1K | Sell |
106
-35
| -25% | -$5.32K | ﹤0.01% | 1116 |
|
|
2024
Q1 | $20.3K | Buy |
141
+1
| +0.7% | +$144 | ﹤0.01% | 885 |
|
|
2023
Q4 | $18.8K | Buy |
140
+3
| +2% | +$403 | ﹤0.01% | 865 |
|
|
2023
Q3 | $16.6K | Hold |
137
| – | – | ﹤0.01% | 869 |
|
|
2023
Q2 | $15.6K | Sell |
137
-107
| -44% | -$12.2K | ﹤0.01% | 807 |
|
|
2023
Q1 | $24K | Buy |
244
+10
| +4% | +$983 | ﹤0.01% | 697 |
|
|
2022
Q4 | $23.5K | Buy |
234
+97
| +71% | +$9.73K | ﹤0.01% | 658 |
|
|
2022
Q3 | $14K | Hold |
137
| – | – | ﹤0.01% | 703 |
|
|
2022
Q2 | $18K | Hold |
137
| – | – | ﹤0.01% | 560 |
|
|
2022
Q1 | $19K | Hold |
137
| – | – | ﹤0.01% | 534 |
|
|
2021
Q4 | $24K | Buy |
+137
| New | +$24K | ﹤0.01% | 503 |
|
|
2020
Q1 | – | Sell |
-19
| Closed | -$2K | – | 555 |
|
|
2019
Q4 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 440 |
|