Regal 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 | $643K | Buy |
3,686
+347
| +10% | +$60.5K | 0.05% | 304 |
|
2025
Q1 | $478K | Buy |
3,339
+959
| +40% | +$137K | 0.04% | 336 |
|
2024
Q4 | $422K | Sell |
2,380
-59
| -2% | -$10.5K | 0.03% | 355 |
|
2024
Q3 | $395K | Buy |
2,439
+518
| +27% | +$83.8K | 0.03% | 389 |
|
2024
Q2 | $292K | Buy |
1,921
+83
| +5% | +$12.6K | 0.02% | 469 |
|
2024
Q1 | $265K | Buy |
1,838
+39
| +2% | +$5.62K | 0.02% | 485 |
|
2023
Q4 | $242K | Buy |
1,799
+70
| +4% | +$9.42K | 0.02% | 465 |
|
2023
Q3 | $209K | Buy |
+1,729
| New | +$209K | 0.02% | 460 |
|
2015
Q4 | – | Sell |
-75
| Closed | -$4K | – | 415 |
|
2015
Q3 | $4K | Buy |
+75
| New | +$4K | ﹤0.01% | 829 |
|