Montecito Bank & Trust’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
Q1 | $670K | Sell |
4,675
-50
| -1% | -$7.17K | 0.12% | 173 |
|
|
2024
Q4 | $838K | Sell |
4,725
-30
| -0.6% | -$5.32K | 0.15% | 147 |
|
|
2024
Q3 | $770K | Buy |
4,755
+333
| +8% | +$53.9K | 0.13% | 155 |
|
|
2024
Q2 | $672K | Sell |
4,422
-360
| -8% | -$54.7K | 0.14% | 147 |
|
|
2024
Q1 | $689K | Sell |
4,782
-20
| -0.4% | -$2.88K | 0.14% | 148 |
|
|
2023
Q4 | $646K | Sell |
4,802
-325
| -6% | -$43.7K | 0.14% | 147 |
|
|
2023
Q3 | $620K | Buy |
+5,127
| New | +$620K | 0.15% | 148 |
|