Orion Portfolio Solutions’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 | $504K | Sell |
3,515
-1,586
| -31% | -$227K | ﹤0.01% | 1420 |
|
|
2024
Q4 | $905K | Buy |
5,101
+736
| +17% | +$131K | 0.01% | 1112 |
|
|
2024
Q3 | $706K | Buy |
4,365
+485
| +13% | +$78.5K | 0.01% | 1194 |
|
|
2024
Q2 | $590K | Buy |
3,880
+379
| +11% | +$57.6K | 0.01% | 1219 |
|
|
2024
Q1 | $504K | Sell |
3,501
-1,808
| -34% | -$260K | 0.01% | 1259 |
|
|
2023
Q4 | $710K | Sell |
5,309
-344
| -6% | -$46K | 0.01% | 1081 |
|
|
2023
Q3 | $684K | Sell |
5,653
-550
| -9% | -$66.6K | 0.01% | 1079 |
|
|
2023
Q2 | $706K | Sell |
6,203
-757
| -11% | -$86.2K | 0.01% | 1084 |
|
|
2023
Q1 | $684K | Buy |
6,960
+3,204
| +85% | +$315K | 0.01% | 1024 |
|
|
2022
Q4 | $377K | Buy |
+3,756
| New | +$377K | 0.01% | 589 |
|
|
2022
Q2 | – | Sell |
-1,434
| Closed | -$203K | – | 689 |
|
|
2022
Q1 | $203K | Sell |
1,434
-368
| -20% | -$52.1K | 0.01% | 681 |
|
|
2021
Q4 | $319K | Buy |
1,802
+195
| +12% | +$34.5K | 0.01% | 555 |
|
|
2021
Q3 | $232K | Buy |
+1,607
| New | +$232K | 0.01% | 587 |
|
|
2020
Q3 | – | Sell |
-1,020
| Closed | -$145K | – | 827 |
|
|
2020
Q2 | $145K | Buy |
1,020
+647
| +173% | +$92K | 0.01% | 469 |
|
|
2020
Q1 | $52K | Buy |
373
+307
| +465% | +$42.8K | ﹤0.01% | 583 |
|
|
2019
Q4 | $8K | Buy |
+66
| New | +$8K | ﹤0.01% | 1078 |
|