Lederer & Associates Investment Counsel’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 | $472K | Buy |
2,710
+252
| +10% | +$43.9K | 0.31% | 74 |
|
|
2025
Q1 | $352K | Sell |
2,458
-45
| -2% | -$6.44K | 0.26% | 75 |
|
|
2024
Q4 | $444K | Sell |
2,503
-93
| -4% | -$16.5K | 0.31% | 74 |
|
|
2024
Q3 | $420K | Hold |
2,596
| – | – | 0.3% | 76 |
|
|
2024
Q2 | $395K | Hold |
2,596
| – | – | 0.29% | 77 |
|
|
2024
Q1 | $374K | Buy |
2,596
+61
| +2% | +$8.79K | 0.26% | 80 |
|
|
2023
Q4 | $341K | Sell |
2,535
-81
| -3% | -$10.9K | 0.25% | 80 |
|
|
2023
Q3 | $317K | Hold |
2,616
| – | – | 0.25% | 78 |
|
|
2023
Q2 | $298K | Sell |
2,616
-88
| -3% | -$10K | 0.22% | 80 |
|
|
2023
Q1 | $266K | Hold |
2,704
| – | – | 0.21% | 84 |
|
|
2022
Q4 | $271K | Buy |
2,704
+131
| +5% | +$13.1K | 0.22% | 82 |
|
|
2022
Q3 | $255K | Buy |
2,573
+5
| +0.2% | +$496 | 0.22% | 82 |
|
|
2022
Q2 | $333K | Sell |
2,568
-784
| -23% | -$102K | 0.26% | 79 |
|
|
2022
Q1 | $475K | Sell |
3,352
-26
| -0.8% | -$3.68K | 0.29% | 77 |
|
|
2021
Q4 | $597K | Buy |
3,378
+619
| +22% | +$109K | 0.35% | 73 |
|
|
2021
Q3 | $399K | Buy |
2,759
+241
| +10% | +$34.9K | 0.26% | 76 |
|
|
2021
Q2 | $379K | Sell |
2,518
-153
| -6% | -$23K | 0.25% | 74 |
|
|
2021
Q1 | $376K | Sell |
2,671
-55
| -2% | -$7.75K | 0.27% | 71 |
|
|
2020
Q4 | $380K | Buy |
2,726
+103
| +4% | +$14.4K | 0.29% | 72 |
|
|
2020
Q3 | $385K | Buy |
2,623
+84
| +3% | +$12.3K | 0.32% | 65 |
|
|
2020
Q2 | $361K | Buy |
2,539
+11
| +0.4% | +$1.56K | 0.34% | 63 |
|
|
2020
Q1 | $351K | Buy |
+2,528
| New | +$351K | 0.4% | 63 |
|