SFP
Shepherd Financial Partners’s Digital Realty Trust DLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Sell |
9,344
-840
| -8% | -$146K | 0.17% | 90 |
|
|
2025
Q1 | $1.46M | Buy |
10,184
+399
| +4% | +$57.2K | 0.17% | 88 |
|
|
2024
Q4 | $1.74M | Buy |
9,785
+2,110
| +27% | +$374K | 0.21% | 72 |
|
|
2024
Q3 | $1.24M | Buy |
7,675
+504
| +7% | +$81.6K | 0.15% | 85 |
|
|
2024
Q2 | $1.09M | Buy |
7,171
+98
| +1% | +$14.9K | 0.14% | 93 |
|
|
2024
Q1 | $1.02M | Buy |
7,073
+377
| +6% | +$54.3K | 0.13% | 97 |
|
|
2023
Q4 | $901K | Buy |
6,696
+27
| +0.4% | +$3.63K | 0.13% | 102 |
|
|
2023
Q3 | $807K | Buy |
6,669
+111
| +2% | +$13.4K | 0.13% | 100 |
|
|
2023
Q2 | $747K | Sell |
6,558
-6,446
| -50% | -$734K | 0.12% | 105 |
|
|
2023
Q1 | $1.28M | Sell |
13,004
-81
| -0.6% | -$7.96K | 0.21% | 73 |
|
|
2022
Q4 | $1.31M | Buy |
13,085
+4,867
| +59% | +$488K | 0.24% | 66 |
|
|
2022
Q3 | $815K | Sell |
8,218
-9,576
| -54% | -$950K | 0.16% | 89 |
|
|
2022
Q2 | $2.31M | Buy |
17,794
+128
| +0.7% | +$16.6K | 0.45% | 42 |
|
|
2022
Q1 | $2.51M | Sell |
17,666
-3,934
| -18% | -$559K | 0.45% | 44 |
|
|
2021
Q4 | $3.82M | Buy |
21,600
+581
| +3% | +$103K | 0.66% | 26 |
|
|
2021
Q3 | $3.04M | Buy |
21,019
+135
| +0.6% | +$19.5K | 0.59% | 32 |
|
|
2021
Q2 | $3.14M | Buy |
20,884
+475
| +2% | +$71.5K | 0.6% | 32 |
|
|
2021
Q1 | $2.87M | Buy |
20,409
+1,159
| +6% | +$163K | 0.64% | 28 |
|
|
2020
Q4 | $2.69M | Buy |
19,250
+572
| +3% | +$79.9K | 0.61% | 31 |
|
|
2020
Q3 | $2.74M | Buy |
18,678
+850
| +5% | +$125K | 0.64% | 25 |
|
|
2020
Q2 | $2.53M | Buy |
17,828
+234
| +1% | +$33.2K | 0.69% | 24 |
|
|
2020
Q1 | $2.44M | Sell |
17,594
-5,553
| -24% | -$771K | 0.85% | 18 |
|
|
2019
Q4 | $2.77M | Buy |
23,147
+793
| +4% | +$95K | 0.64% | 29 |
|
|
2019
Q3 | $2.9M | Sell |
22,354
-571
| -2% | -$74.1K | 0.73% | 25 |
|
|
2019
Q2 | $2.7M | Buy |
22,925
+1,030
| +5% | +$121K | 0.51% | 27 |
|
|
2019
Q1 | $2.61M | Buy |
21,895
+3,330
| +18% | +$396K | 0.51% | 28 |
|
|
2018
Q4 | $1.98M | Sell |
18,565
-3,887
| -17% | -$414K | 0.43% | 33 |
|
|
2018
Q3 | $2.51M | Hold |
22,452
| – | – | 0.57% | 27 |
|
|
2018
Q2 | $2.51M | Buy |
22,452
+15,114
| +206% | +$1.69M | 0.57% | 27 |
|
|
2018
Q1 | $773K | Hold |
7,338
| – | – | 0.19% | 61 |
|
|
2017
Q4 | $836K | Hold |
7,338
| – | – | 0.2% | 64 |
|
|
2017
Q3 | $874K | Hold |
7,338
| – | – | 0.2% | 61 |
|
|
2017
Q2 | $808K | Sell |
7,338
-1,147
| -14% | -$126K | 0.2% | 63 |
|
|
2017
Q1 | $906K | Hold |
8,485
| – | – | 0.24% | 59 |
|
|
2016
Q4 | $842K | Buy |
+8,485
| New | +$842K | 0.24% | 62 |
|