SFMG Wealth Advisors’s Digital Realty Trust DLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $839K | Buy |
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|
2025
Q1 | $688K | Buy |
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|
2024
Q4 | $846K | Buy |
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|
2024
Q3 | $681K | Buy |
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|
2024
Q2 | $638K | Buy |
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|
2024
Q1 | $603K | Buy |
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|
2023
Q4 | $559K | Buy |
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|
2023
Q3 | $500K | Buy |
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|
2023
Q2 | $469K | Sell |
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|
2023
Q1 | $408K | Buy |
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|
2022
Q4 | $414K | Hold |
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|
2022
Q3 | $369K | Sell |
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|
2022
Q2 | $596K | Buy |
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|
2022
Q1 | $649K | Buy |
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|
2021
Q4 | $808K | Buy |
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|
2021
Q3 | $623K | Buy |
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|
2021
Q2 | $612K | Buy |
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|
2021
Q1 | $542K | Sell |
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|
2020
Q4 | $539K | Buy |
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|
2020
Q3 | $563K | Buy |
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