Lyell Wealth Management’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 | $10.4M | Buy |
59,419
+1,457
| +3% | +$254K | 0.82% | 41 |
|
|
2025
Q1 | $8.31M | Buy |
57,962
+2,510
| +5% | +$360K | 0.78% | 47 |
|
|
2024
Q4 | $9.83M | Buy |
55,452
+457
| +0.8% | +$81K | 0.88% | 38 |
|
|
2024
Q3 | $8.9M | Buy |
54,995
+1,009
| +2% | +$163K | 0.81% | 41 |
|
|
2024
Q2 | $8.21M | Buy |
53,986
+3,314
| +7% | +$504K | 0.78% | 43 |
|
|
2024
Q1 | $7.3M | Buy |
50,672
+2,325
| +5% | +$335K | 0.74% | 47 |
|
|
2023
Q4 | $6.51M | Buy |
48,347
+5,197
| +12% | +$699K | 0.74% | 48 |
|
|
2023
Q3 | $5.22M | Sell |
43,150
-4,470
| -9% | -$541K | 0.7% | 54 |
|
|
2023
Q2 | $5.42M | Buy |
47,620
+4,510
| +10% | +$514K | 0.69% | 52 |
|
|
2023
Q1 | $4.24M | Sell |
43,110
-1,827
| -4% | -$180K | 0.59% | 58 |
|
|
2022
Q4 | $4.51M | Sell |
44,937
-6,230
| -12% | -$625K | 0.71% | 52 |
|
|
2022
Q3 | $5.08M | Sell |
51,167
-400
| -0.8% | -$39.7K | 0.86% | 42 |
|
|
2022
Q2 | $6.7M | Sell |
51,567
-205
| -0.4% | -$26.6K | 1.09% | 30 |
|
|
2022
Q1 | $7.34M | Buy |
51,772
+902
| +2% | +$128K | 0.94% | 36 |
|
|
2021
Q4 | $9.06M | Buy |
50,870
+1,996
| +4% | +$355K | 1.03% | 38 |
|
|
2021
Q3 | $7.06M | Buy |
48,874
+2,218
| +5% | +$320K | 0.86% | 42 |
|
|
2021
Q2 | $7.02M | Buy |
46,656
+1,162
| +3% | +$175K | 0.87% | 44 |
|
|
2021
Q1 | $6.41M | Sell |
45,494
-1,585
| -3% | -$223K | 0.93% | 43 |
|
|
2020
Q4 | $6.62M | Buy |
47,079
+2,138
| +5% | +$301K | 1.06% | 37 |
|
|
2020
Q3 | $6.6M | Buy |
44,941
+4,206
| +10% | +$617K | 1.24% | 32 |
|
|
2020
Q2 | $5.79M | Buy |
40,735
+4,414
| +12% | +$627K | 1.27% | 32 |
|
|
2020
Q1 | $5.05M | Buy |
36,321
+1,003
| +3% | +$139K | 1.51% | 26 |
|
|
2019
Q4 | $4.27M | Sell |
35,318
-1,575
| -4% | -$190K | 1.14% | 41 |
|
|
2019
Q3 | $4.79M | Buy |
36,893
+2,239
| +6% | +$291K | 1.44% | 29 |
|
|
2019
Q2 | $4.08M | Buy |
34,654
+7,539
| +28% | +$888K | 1.23% | 35 |
|
|
2019
Q1 | $3.23M | Buy |
+27,115
| New | +$3.23M | 1.08% | 40 |
|