Sequoia Financial 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 | $5.27M | Buy |
30,242
+3,602
| +14% | +$628K | 0.04% | 269 |
|
|
2025
Q1 | $3.82M | Buy |
26,640
+8,444
| +46% | +$1.21M | 0.03% | 310 |
|
|
2024
Q4 | $3.23M | Buy |
18,196
+1,927
| +12% | +$342K | 0.03% | 318 |
|
|
2024
Q3 | $2.63M | Buy |
16,269
+4,165
| +34% | +$674K | 0.03% | 315 |
|
|
2024
Q2 | $1.84M | Buy |
12,104
+1,588
| +15% | +$241K | 0.02% | 344 |
|
|
2024
Q1 | $1.51M | Sell |
10,516
-2,126
| -17% | -$306K | 0.02% | 378 |
|
|
2023
Q4 | $1.7M | Sell |
12,642
-31,641
| -71% | -$4.26M | 0.02% | 392 |
|
|
2023
Q3 | $5.36M | Sell |
44,283
-13,684
| -24% | -$1.66M | 0.09% | 147 |
|
|
2023
Q2 | $6.6M | Sell |
57,967
-308
| -0.5% | -$35.1K | 0.11% | 134 |
|
|
2023
Q1 | $5.73M | Buy |
58,275
+55,632
| +2,105% | +$5.47M | 0.13% | 138 |
|
|
2022
Q4 | $265K | Buy |
+2,643
| New | +$265K | 0.01% | 629 |
|
|
2022
Q3 | – | Sell |
-1,936
| Closed | -$251K | – | 549 |
|
|
2022
Q2 | $251K | Buy |
1,936
+289
| +18% | +$37.5K | 0.01% | 488 |
|
|
2022
Q1 | $234K | Buy |
1,647
+6
| +0.4% | +$852 | 0.01% | 568 |
|
|
2021
Q4 | $290K | Buy |
+1,641
| New | +$290K | 0.01% | 451 |
|