Montag & Associates’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 | $409K | Sell |
2,346
-346
| -13% | -$60.3K | 0.02% | 324 |
|
|
2025
Q1 | $386K | Sell |
2,692
-17,220
| -86% | -$2.47M | 0.02% | 332 |
|
|
2024
Q4 | $3.56M | Buy |
19,912
+19,425
| +3,989% | +$3.47M | 0.17% | 128 |
|
|
2024
Q3 | $78.7K | Buy |
487
+341
| +234% | +$55.1K | ﹤0.01% | 542 |
|
|
2024
Q2 | $22.2K | Buy |
+146
| New | +$22.2K | ﹤0.01% | 696 |
|
|
2023
Q3 | – | Sell |
-62
| Closed | -$7.06K | – | 908 |
|
|
2023
Q2 | $7.06K | Hold |
62
| – | – | ﹤0.01% | 786 |
|
|
2023
Q1 | $6.1K | Hold |
62
| – | – | ﹤0.01% | 794 |
|
|
2022
Q4 | $7.7K | Sell |
62
-1,461
| -96% | -$181K | ﹤0.01% | 766 |
|
|
2022
Q3 | $151K | Hold |
1,523
| – | – | 0.01% | 391 |
|
|
2022
Q2 | $198K | Hold |
1,523
| – | – | 0.01% | 363 |
|
|
2022
Q1 | $216K | Buy |
+1,523
| New | +$216K | 0.01% | 382 |
|
|
2018
Q1 | – | Sell |
-4,846
| Closed | -$552K | – | 286 |
|
|
2017
Q4 | $552K | Buy |
+4,846
| New | +$552K | 0.05% | 210 |
|