SWA
SFMG Wealth Advisors’s Digital Realty Trust DLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $839K | Buy |
4,812
+11
| +0.2% | +$1.92K | 0.06% | 115 |
|
|
2025
Q1 | $688K | Buy |
4,801
+32
| +0.7% | +$4.59K | 0.05% | 124 |
|
|
2024
Q4 | $846K | Buy |
4,769
+561
| +13% | +$99.5K | 0.07% | 109 |
|
|
2024
Q3 | $681K | Buy |
4,208
+11
| +0.3% | +$1.78K | 0.06% | 117 |
|
|
2024
Q2 | $638K | Buy |
4,197
+12
| +0.3% | +$1.82K | 0.06% | 115 |
|
|
2024
Q1 | $603K | Buy |
4,185
+35
| +0.8% | +$5.04K | 0.05% | 122 |
|
|
2023
Q4 | $559K | Buy |
4,150
+16
| +0.4% | +$2.15K | 0.05% | 124 |
|
|
2023
Q3 | $500K | Buy |
4,134
+15
| +0.4% | +$1.82K | 0.05% | 129 |
|
|
2023
Q2 | $469K | Sell |
4,119
-29
| -0.7% | -$3.3K | 0.05% | 135 |
|
|
2023
Q1 | $408K | Buy |
4,148
+17
| +0.4% | +$1.67K | 0.04% | 150 |
|
|
2022
Q4 | $414K | Hold |
4,131
| – | – | 0.05% | 152 |
|
|
2022
Q3 | $369K | Sell |
4,131
-459
| -10% | -$41K | 0.04% | 149 |
|
|
2022
Q2 | $596K | Buy |
4,590
+12
| +0.3% | +$1.56K | 0.07% | 111 |
|
|
2022
Q1 | $649K | Buy |
4,578
+10
| +0.2% | +$1.42K | 0.06% | 119 |
|
|
2021
Q4 | $808K | Buy |
4,568
+253
| +6% | +$44.8K | 0.08% | 113 |
|
|
2021
Q3 | $623K | Buy |
4,315
+246
| +6% | +$35.5K | 0.07% | 119 |
|
|
2021
Q2 | $612K | Buy |
4,069
+218
| +6% | +$32.8K | 0.07% | 126 |
|
|
2021
Q1 | $542K | Sell |
3,851
-15
| -0.4% | -$2.11K | 0.06% | 135 |
|
|
2020
Q4 | $539K | Buy |
3,866
+33
| +0.9% | +$4.6K | 0.07% | 121 |
|
|
2020
Q3 | $563K | Buy |
+3,833
| New | +$563K | 0.08% | 96 |
|