Legacy Capital Group California’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
$724K Sell
4,153
-4,040
-49% -$704K 0.2% 126
2025
Q1
$1.17M Sell
8,193
-116
-1% -$16.6K 0.41% 42
2024
Q4
$1.47M Sell
8,309
-34
-0.4% -$6.03K 0.45% 41
2024
Q3
$1.35M Sell
8,343
-271
-3% -$43.9K 0.45% 44
2024
Q2
$1.31M Buy
8,614
+60
+0.7% +$9.12K 0.47% 48
2024
Q1
$1.23M Buy
8,554
+3,364
+65% +$485K 0.45% 54
2023
Q4
$698K Buy
5,190
+498
+11% +$67K 0.27% 121
2023
Q3
$568K Buy
4,692
+14
+0.3% +$1.69K 0.24% 122
2023
Q2
$533K Buy
4,678
+129
+3% +$14.7K 0.22% 143
2023
Q1
$447K Buy
+4,549
New +$447K 0.22% 138