OneDigital Investment Advisors’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
2026 Q1	$311K	Sell	1,726 -183	-10%	-$31.3K	﹤0.01%	1164
2025 Q4	$295K	Buy	1,909 +325	+21%	+$53.4K	﹤0.01%	1220
2025 Q3	$274K	Sell	1,584 -287	-15%	-$49.1K	﹤0.01%	1234
2025 Q2	$326K	Buy	1,871 +25	+1%	+$4.09K	﹤0.01%	1118
2025 Q1	$265K	Sell	1,846 -3	-0.2%	-$488	﹤0.01%	1186
2024 Q4	$328K	Sell	1,849 -37	-2%	-$6.56K	﹤0.01%	1090
2024 Q3	$305K	Buy	1,886 +59	+3%	+$9.05K	﹤0.01%	1146
2024 Q2	$278K	Buy	1,827 +279	+18%	+$40.1K	﹤0.01%	1146
2024 Q1	$223K	Buy	1,548 +22	+1%	+$3.11K	﹤0.01%	1004
2023 Q4	$205K	Sell	1,526 -228	-13%	-$29.4K	﹤0.01%	1051
2023 Q3	$212K	Sell	1,754 -61	-3%	-$7.49K	﹤0.01%	919
2023 Q2	$207K	Buy	+1,815	New	+$180K	﹤0.01%	956
2021 Q2	–	Sell	-1,978	Closed	-$279K	–	755
2021 Q1	$279K	Buy	1,978 +253	+15%	+$35K	0.01%	530
2020 Q4	$241K	Buy	1,725 +7	+0.4%	+$1K	0.01%	543
2020 Q3	$252K	Buy	1,718 +114	+7%	+$17.1K	0.02%	484
2020 Q2	$228K	Buy	+1,604	New	+$227K	0.02%	512
2019 Q3	–	Sell	-630	Closed	-$74K	–	694
2019 Q2	$74K	Hold	630	–	–	0.01%	504
2019 Q1	$75K	Hold	630	–	–	0.01%	419
2018 Q4	$67K	Sell	630 -57	-8%	-$6.3K	0.01%	404
2018 Q3	$78K	Sell	687 -17	-2%	-$2.04K	0.02%	313
2018 Q2	$78K	Buy	704 +112	+19%	+$11.9K	0.02%	382
2018 Q1	$62K	Sell	592 -7	-1%	-$739	0.01%	464
2017 Q4	$69K	Buy	599 +72	+14%	+$8.48K	0.01%	423
2017 Q3	$62K	Sell	527 -67	-11%	-$7.74K	0.02%	330
2017 Q2	$68K	Buy	+594	New	+$68K	0.02%	395