Montag & Associates’s Digital Realty Trust DLR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$409K Sell
2025
Q1
$386K Sell
2024
Q4
$3.56M Buy
2024
Q3
$78.7K Buy
2024
Q2
$22.2K Buy
2023
Q3
Sell
2023
Q2
$7.06K Hold
2023
Q1
$6.1K Hold
2022
Q4
$7.7K Sell
2022
Q3
$151K Hold
2022
Q2
$198K Hold
2022
Q1
$216K Buy
2018
Q1
Sell
2017
Q4
$552K Buy