LFA
Legacy Financial Advisors’s Digital Realty Trust DLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,669
| Closed | -$239K | – | 358 |
|
|
2025
Q1 | $239K | Buy |
1,669
+232
| +16% | +$33.2K | 0.04% | 321 |
|
|
2024
Q4 | $255K | Buy |
1,437
+74
| +5% | +$13.1K | 0.04% | 297 |
|
|
2024
Q3 | $221K | Sell |
1,363
-7
| -0.5% | -$1.13K | 0.04% | 323 |
|
|
2024
Q2 | $208K | Buy |
+1,370
| New | +$208K | 0.04% | 317 |
|
|
2019
Q2 | – | Sell |
-43
| Closed | -$5K | – | 319 |
|
|
2019
Q1 | $5K | Buy |
43
+22
| +105% | +$2.56K | ﹤0.01% | 765 |
|
|
2018
Q4 | $2K | Buy |
21
+1
| +5% | +$95 | ﹤0.01% | 838 |
|
|
2018
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 804 |
|
|
2018
Q2 | $2K | Buy |
20
+15
| +300% | +$1.5K | ﹤0.01% | 816 |
|
|
2018
Q1 | $0 | Sell |
5
-30
| -86% | – | ﹤0.01% | 841 |
|
|
2017
Q4 | $3K | Buy |
+35
| New | +$3K | ﹤0.01% | 694 |
|