Sheets Smith Wealth Management’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
Q1
Sell
-1,135
Closed -$201K 364
2024
Q4
$201K Buy
+1,135
New +$201K 0.02% 368
2024
Q1
Sell
-17,108
Closed -$145K 382
2023
Q4
$145K Buy
+17,108
New +$2.21M 0.02% 336
2022
Q2
Sell
-2,116
Closed -$300K 313
2022
Q1
$300K Sell
2,116
-2,950
-58% -$426K 0.04% 282
2021
Q4
$896K Sell
5,066
-239
-5% -$38.3K 0.11% 163
2021
Q3
$766K Sell
5,305
-230
-4% -$36.1K 0.1% 171
2021
Q2
$833K Buy
5,535
+26
+0.5% +$3.93K 0.11% 160
2021
Q1
$776K Buy
5,509
+103
+2% +$14.2K 0.11% 157
2020
Q4
$754K Sell
5,406
-6
-0.1% -$858 0.11% 159
2020
Q3
$794K Buy
5,412
+134
+3% +$20.1K 0.14% 139
2020
Q2
$750K Sell
5,278
-208
-4% -$29.4K 0.15% 125
2020
Q1
$762K Buy
5,486
+147
+3% +$18.7K 0.16% 128
2019
Q4
$639K Buy
5,339
+41
+0.8% +$5.05K 0.12% 169
2019
Q3
$688K Buy
5,298
+45
+0.9% +$5.47K 0.14% 158
2019
Q2
$619K Buy
5,253
+42
+0.8% +$5K 0.13% 171
2019
Q1
$620K Buy
5,211
+227
+5% +$25.3K 0.13% 170
2018
Q4
$531K Buy
4,984
+43
+0.9% +$4.75K 0.14% 153
2018
Q3
$556K Buy
4,941
+44
+0.9% +$5.27K 0.12% 200
2018
Q2
$546K Buy
4,897
+48
+1% +$5.09K 0.13% 173
2018
Q1
$511K Sell
4,849
-186
-4% -$19.6K 0.12% 182
2017
Q4
$574K Buy
5,035
+39
+0.8% +$4.59K 0.14% 180
2017
Q3
$591K Buy
4,996
+40
+0.8% +$4.62K 0.15% 170
2017
Q2
$560K Buy
4,956
+44
+0.9% +$5.04K 0.15% 164
2017
Q1
$523K Buy
4,912
+39
+0.8% +$4.1K 0.14% 179
2016
Q4
$479K Buy
+4,873
New +$453K 0.13% 189

Other funds holding DLR