OneDigital Investment Advisors’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 | $326K | Buy |
1,871
+25
| +1% | +$4.36K | ﹤0.01% | 1117 |
|
|
2025
Q1 | $265K | Sell |
1,846
-3
| -0.2% | -$430 | ﹤0.01% | 1186 |
|
|
2024
Q4 | $328K | Sell |
1,849
-37
| -2% | -$6.56K | ﹤0.01% | 1090 |
|
|
2024
Q3 | $305K | Buy |
1,886
+59
| +3% | +$9.55K | ﹤0.01% | 1146 |
|
|
2024
Q2 | $278K | Buy |
1,827
+279
| +18% | +$42.4K | ﹤0.01% | 1145 |
|
|
2024
Q1 | $223K | Buy |
1,548
+22
| +1% | +$3.17K | ﹤0.01% | 1004 |
|
|
2023
Q4 | $205K | Sell |
1,526
-228
| -13% | -$30.7K | ﹤0.01% | 1051 |
|
|
2023
Q3 | $212K | Sell |
1,754
-61
| -3% | -$7.38K | ﹤0.01% | 919 |
|
|
2023
Q2 | $207K | Buy |
+1,815
| New | +$207K | ﹤0.01% | 956 |
|
|
2021
Q2 | – | Sell |
-1,978
| Closed | -$279K | – | 726 |
|
|
2021
Q1 | $279K | Buy |
1,978
+253
| +15% | +$35.7K | 0.01% | 524 |
|
|
2020
Q4 | $241K | Buy |
1,725
+7
| +0.4% | +$978 | 0.01% | 534 |
|
|
2020
Q3 | $252K | Buy |
1,718
+114
| +7% | +$16.7K | 0.02% | 476 |
|
|
2020
Q2 | $228K | Buy |
+1,604
| New | +$228K | 0.02% | 501 |
|
|
2019
Q3 | – | Sell |
-630
| Closed | -$74K | – | 654 |
|
|
2019
Q2 | $74K | Hold |
630
| – | – | 0.01% | 504 |
|
|
2019
Q1 | $75K | Hold |
630
| – | – | 0.01% | 419 |
|
|
2018
Q4 | $67K | Sell |
630
-57
| -8% | -$6.06K | 0.01% | 404 |
|
|
2018
Q3 | $78K | Sell |
687
-17
| -2% | -$1.93K | 0.02% | 313 |
|
|
2018
Q2 | $78K | Buy |
704
+112
| +19% | +$12.4K | 0.02% | 382 |
|
|
2018
Q1 | $62K | Sell |
592
-7
| -1% | -$733 | 0.01% | 464 |
|
|
2017
Q4 | $69K | Buy |
599
+72
| +14% | +$8.29K | 0.01% | 423 |
|
|
2017
Q3 | $62K | Sell |
527
-67
| -11% | -$7.88K | 0.02% | 330 |
|
|
2017
Q2 | $68K | Buy |
+594
| New | +$68K | 0.02% | 395 |
|