Segment Wealth Management’s Digital Realty Trust DLR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$340K Buy
1,949
+504
+35% +$87.9K 0.02% 233
2025
Q1
$207K Buy
1,445
+271
+23% +$38.8K 0.01% 273
2024
Q4
$208K Buy
+1,174
New +$208K 0.01% 259
2022
Q1
Sell
-1,284
Closed -$227K 254
2021
Q4
$227K Buy
+1,284
New +$227K 0.02% 236