Marshall Financial Group (Maryland)’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 | $3.18M | Buy |
18,527
+1,136
| +7% | +$195K | 0.62% | 31 |
|
|
2025
Q1 | $2.49M | Sell |
17,391
-633
| -4% | -$90.7K | 0.54% | 37 |
|
|
2024
Q4 | $3.2M | Sell |
18,024
-718
| -4% | -$127K | 0.77% | 25 |
|
|
2024
Q3 | $3.03M | Sell |
18,742
-106
| -0.6% | -$17.2K | 0.72% | 28 |
|
|
2024
Q2 | $2.87M | Sell |
18,848
-91
| -0.5% | -$13.8K | 0.8% | 25 |
|
|
2024
Q1 | $2.73M | Buy |
18,939
+602
| +3% | +$86.7K | 0.78% | 26 |
|
|
2023
Q4 | $2.47M | Sell |
18,337
-920
| -5% | -$124K | 0.8% | 30 |
|
|
2023
Q3 | $2.33M | Sell |
19,257
-465
| -2% | -$56.3K | 0.84% | 27 |
|
|
2023
Q2 | $2.25M | Buy |
19,722
+911
| +5% | +$104K | 0.77% | 33 |
|
|
2023
Q1 | $1.85M | Buy |
18,811
+922
| +5% | +$90.6K | 0.66% | 41 |
|
|
2022
Q4 | $1.79M | Buy |
17,889
+4,233
| +31% | +$424K | 0.7% | 45 |
|
|
2022
Q3 | $1.35M | Buy |
13,656
+839
| +7% | +$83.2K | 0.57% | 45 |
|
|
2022
Q2 | $1.66M | Buy |
12,817
+4,447
| +53% | +$577K | 0.66% | 32 |
|
|
2022
Q1 | $1.19M | Buy |
8,370
+396
| +5% | +$56.2K | 0.49% | 72 |
|
|
2021
Q4 | $1.41M | Buy |
7,974
+6,580
| +472% | +$1.16M | 0.52% | 57 |
|
|
2021
Q3 | $201K | Buy |
+1,394
| New | +$201K | 0.1% | 170 |
|