LPL Financial’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 | $54.6M | Buy |
313,171
+28,242
| +10% | +$4.92M | 0.02% | 717 |
|
2025
Q1 | $40.8M | Buy |
284,929
+30,559
| +12% | +$4.38M | 0.02% | 777 |
|
2024
Q4 | $45.1M | Buy |
254,370
+44,001
| +21% | +$7.8M | 0.02% | 701 |
|
2024
Q3 | $34M | Buy |
210,369
+11,332
| +6% | +$1.83M | 0.02% | 777 |
|
2024
Q2 | $30.3M | Buy |
199,037
+25,397
| +15% | +$3.86M | 0.02% | 777 |
|
2024
Q1 | $25M | Buy |
173,640
+1,891
| +1% | +$272K | 0.01% | 848 |
|
2023
Q4 | $23.1M | Buy |
171,749
+9,378
| +6% | +$1.26M | 0.01% | 819 |
|
2023
Q3 | $19.7M | Sell |
162,371
-6,319
| -4% | -$765K | 0.01% | 806 |
|
2023
Q2 | $19.2M | Sell |
168,690
-156,150
| -48% | -$17.8M | 0.01% | 811 |
|
2023
Q1 | $31.9M | Sell |
324,840
-31,364
| -9% | -$3.08M | 0.02% | 554 |
|
2022
Q4 | $35.7M | Buy |
356,204
+32,001
| +10% | +$3.21M | 0.03% | 484 |
|
2022
Q3 | $32.2M | Buy |
324,203
+35,219
| +12% | +$3.49M | 0.03% | 466 |
|
2022
Q2 | $37.5M | Buy |
288,984
+42,596
| +17% | +$5.53M | 0.04% | 418 |
|
2022
Q1 | $34.9M | Buy |
246,388
+52,303
| +27% | +$7.42M | 0.03% | 461 |
|
2021
Q4 | $34.3M | Buy |
194,085
+13,322
| +7% | +$2.36M | 0.03% | 469 |
|
2021
Q3 | $26.1M | Buy |
180,763
+4,994
| +3% | +$721K | 0.02% | 516 |
|
2021
Q2 | $26.4M | Buy |
175,769
+5,859
| +3% | +$882K | 0.03% | 489 |
|
2021
Q1 | $23.9M | Buy |
169,910
+43,917
| +35% | +$6.19M | 0.03% | 474 |
|
2020
Q4 | $17.6M | Buy |
125,993
+34,926
| +38% | +$4.87M | 0.02% | 519 |
|
2020
Q3 | $13.4M | Buy |
91,067
+4,605
| +5% | +$676K | 0.02% | 526 |
|
2020
Q2 | $12.3M | Buy |
86,462
+8,668
| +11% | +$1.23M | 0.02% | 513 |
|
2020
Q1 | $10.8M | Sell |
77,794
-828
| -1% | -$115K | 0.02% | 478 |
|
2019
Q4 | $9.41M | Buy |
78,622
+22
| +0% | +$2.63K | 0.02% | 595 |
|
2019
Q3 | $10.2M | Buy |
78,600
+7,042
| +10% | +$914K | 0.02% | 526 |
|
2019
Q2 | $8.43M | Buy |
71,558
+6,175
| +9% | +$727K | 0.02% | 577 |
|
2019
Q1 | $7.78M | Buy |
65,383
+19,842
| +44% | +$2.36M | 0.02% | 590 |
|
2018
Q4 | $4.85M | Buy |
45,541
+4,104
| +10% | +$437K | 0.01% | 690 |
|
2018
Q3 | $4.66M | Buy |
41,437
+500
| +1% | +$56.2K | 0.01% | 768 |
|
2018
Q2 | $4.57M | Buy |
40,937
+811
| +2% | +$90.5K | 0.01% | 747 |
|
2018
Q1 | $4.23M | Buy |
40,126
+3,937
| +11% | +$415K | 0.01% | 759 |
|
2017
Q4 | $4.12M | Buy |
36,189
+2,711
| +8% | +$309K | 0.01% | 732 |
|
2017
Q3 | $3.96M | Buy |
33,478
+228
| +0.7% | +$27K | 0.01% | 688 |
|
2017
Q2 | $3.76M | Sell |
33,250
-2,449
| -7% | -$277K | 0.01% | 655 |
|
2017
Q1 | $3.79M | Sell |
35,699
-1,714
| -5% | -$182K | 0.03% | 527 |
|
2016
Q4 | $3.72M | Buy |
37,413
+3,816
| +11% | +$379K | 0.03% | 531 |
|
2016
Q3 | $3.1M | Buy |
+33,597
| New | +$3.1M | 0.03% | 560 |
|
2016
Q2 | – | Sell |
-63,185
| Closed | -$5.61M | – | 2696 |
|
2016
Q1 | $5.61M | Buy |
63,185
+6,310
| +11% | +$561K | 0.02% | 665 |
|
2015
Q4 | $4.34M | Buy |
56,875
+29,575
| +108% | +$2.26M | 0.01% | 780 |
|
2015
Q3 | $1.8M | Buy |
27,300
+2,507
| +10% | +$165K | 0.01% | 892 |
|
2015
Q2 | $1.71M | Sell |
24,793
-1,401
| -5% | -$96.4K | 0.01% | 999 |
|
2015
Q1 | $1.71M | Sell |
26,194
-283
| -1% | -$18.4K | 0.01% | 995 |
|
2014
Q4 | $1.76M | Sell |
26,477
-7,855
| -23% | -$521K | 0.01% | 965 |
|
2014
Q3 | $2.16M | Buy |
34,332
+822
| +2% | +$51.7K | 0.01% | 820 |
|
2014
Q2 | $1.95M | Buy |
33,510
+3,461
| +12% | +$202K | 0.01% | 896 |
|
2014
Q1 | $1.6M | Sell |
30,049
-8,200
| -21% | -$435K | 0.01% | 962 |
|
2013
Q4 | $1.88M | Sell |
38,249
-225
| -0.6% | -$11.1K | 0.01% | 856 |
|
2013
Q3 | $2.1M | Buy |
38,474
+7,066
| +22% | +$386K | 0.01% | 758 |
|
2013
Q2 | $1.92M | Buy |
+31,408
| New | +$1.92M | 0.01% | 745 |
|