Ranch Capital 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 | $348K | Buy |
1,995
+41
| +2% | +$7.15K | 0.15% | 116 |
|
|
2025
Q1 | $280K | Buy |
1,954
+1
| +0.1% | +$143 | 0.13% | 123 |
|
|
2024
Q4 | $348K | Buy |
1,953
+200
| +11% | +$35.7K | 0.16% | 113 |
|
|
2024
Q3 | $284K | Buy |
1,753
+1
| +0.1% | +$162 | 0.13% | 124 |
|
|
2024
Q2 | $266K | Hold |
1,752
| – | – | 0.14% | 132 |
|
|
2024
Q1 | $252K | Buy |
1,752
+1
| +0.1% | +$144 | 0.14% | 132 |
|
|
2023
Q4 | $238K | Buy |
+1,751
| New | +$238K | 0.15% | 130 |
|
|
2021
Q4 | – | Sell |
-252
| Closed | -$36K | – | 257 |
|
|
2021
Q3 | $36K | Buy |
252
+1
| +0.4% | +$143 | 0.02% | 302 |
|
|
2021
Q2 | $37K | Buy |
251
+1
| +0.4% | +$147 | 0.02% | 362 |
|
|
2021
Q1 | $35K | Buy |
250
+200
| +400% | +$28K | 0.02% | 353 |
|
|
2020
Q4 | $6K | Buy |
+50
| New | +$6K | ﹤0.01% | 698 |
|