Sigma Planning Corp’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 | $1.38M | Sell |
7,907
-3,786
| -32% | -$660K | 0.04% | 398 |
|
|
2025
Q1 | $1.68M | Sell |
11,693
-3,833
| -25% | -$549K | 0.05% | 330 |
|
|
2024
Q4 | $2.75M | Buy |
15,526
+244
| +2% | +$43.3K | 0.09% | 224 |
|
|
2024
Q3 | $2.47M | Buy |
15,282
+1,295
| +9% | +$210K | 0.08% | 247 |
|
|
2024
Q2 | $2.13M | Sell |
13,987
-1,273
| -8% | -$194K | 0.07% | 276 |
|
|
2024
Q1 | $2.2M | Buy |
15,260
+9,553
| +167% | +$1.38M | 0.07% | 283 |
|
|
2023
Q4 | $768K | Sell |
5,707
-7,895
| -58% | -$1.06M | 0.06% | 326 |
|
|
2023
Q3 | $1.65M | Sell |
13,602
-888
| -6% | -$107K | 0.06% | 309 |
|
|
2023
Q2 | $1.65M | Buy |
14,490
+760
| +6% | +$86.5K | 0.06% | 320 |
|
|
2023
Q1 | $1.35M | Buy |
13,730
+178
| +1% | +$17.5K | 0.04% | 406 |
|
|
2022
Q4 | $1.36M | Sell |
13,552
-3,318
| -20% | -$333K | 0.05% | 385 |
|
|
2022
Q3 | $1.67M | Sell |
16,870
-2,215
| -12% | -$220K | 0.06% | 299 |
|
|
2022
Q2 | $2.48M | Buy |
19,085
+3,768
| +25% | +$489K | 0.09% | 230 |
|
|
2022
Q1 | $2.17M | Buy |
15,317
+238
| +2% | +$33.7K | 0.07% | 292 |
|
|
2021
Q4 | $2.67M | Buy |
15,079
+212
| +1% | +$37.5K | 0.07% | 267 |
|
|
2021
Q3 | $2.15M | Buy |
14,867
+2,302
| +18% | +$333K | 0.06% | 308 |
|
|
2021
Q2 | $1.89M | Buy |
12,565
+742
| +6% | +$112K | 0.06% | 347 |
|
|
2021
Q1 | $1.67M | Sell |
11,823
-60
| -0.5% | -$8.45K | 0.05% | 362 |
|
|
2020
Q4 | $1.66M | Buy |
11,883
+667
| +6% | +$93.1K | 0.06% | 313 |
|
|
2020
Q3 | $1.65M | Buy |
11,216
+132
| +1% | +$19.4K | 0.07% | 278 |
|
|
2020
Q2 | $1.58M | Buy |
11,084
+1,188
| +12% | +$169K | 0.07% | 278 |
|
|
2020
Q1 | $1.38M | Sell |
9,896
-5,920
| -37% | -$823K | 0.08% | 255 |
|
|
2019
Q4 | $1.89M | Buy |
15,816
+5,495
| +53% | +$658K | 0.08% | 254 |
|
|
2019
Q3 | $1.34M | Sell |
10,321
-231
| -2% | -$30K | 0.06% | 307 |
|
|
2019
Q2 | $1.24M | Buy |
10,552
+420
| +4% | +$49.5K | 0.06% | 306 |
|
|
2019
Q1 | $1.21M | Buy |
10,132
+307
| +3% | +$36.5K | 0.07% | 277 |
|
|
2018
Q4 | $1.05M | Sell |
9,825
-66
| -0.7% | -$7.03K | 0.08% | 249 |
|
|
2018
Q3 | $1.11M | Buy |
9,891
+412
| +4% | +$46.4K | 0.07% | 276 |
|
|
2018
Q2 | $1.06M | Buy |
9,479
+384
| +4% | +$42.9K | 0.07% | 268 |
|
|
2018
Q1 | $958K | Buy |
9,095
+2,086
| +30% | +$220K | 0.07% | 268 |
|
|
2017
Q4 | $798K | Buy |
7,009
+324
| +5% | +$36.9K | 0.06% | 310 |
|
|
2017
Q3 | $791K | Sell |
6,685
-1,160
| -15% | -$137K | 0.07% | 304 |
|
|
2017
Q2 | $886K | Buy |
7,845
+488
| +7% | +$55.1K | 0.08% | 264 |
|
|
2017
Q1 | $783K | Buy |
7,357
+513
| +7% | +$54.6K | 0.08% | 277 |
|
|
2016
Q4 | $673K | Buy |
6,844
+67
| +1% | +$6.59K | 0.07% | 282 |
|
|
2016
Q3 | $658K | Sell |
6,777
-333
| -5% | -$32.3K | 0.08% | 275 |
|
|
2016
Q2 | $775K | Buy |
7,110
+824
| +13% | +$89.8K | 0.1% | 226 |
|
|
2016
Q1 | $556K | Buy |
6,286
+35
| +0.6% | +$3.1K | 0.08% | 288 |
|
|
2015
Q4 | $473K | Buy |
+6,251
| New | +$473K | 0.07% | 326 |
|
|
2015
Q3 | – | Sell |
-4,914
| Closed | -$328K | – | 682 |
|
|
2015
Q2 | $328K | Sell |
4,914
-169
| -3% | -$11.3K | 0.05% | 461 |
|
|
2015
Q1 | $335K | Sell |
5,083
-32
| -0.6% | -$2.11K | 0.04% | 487 |
|
|
2014
Q4 | $339K | Buy |
+5,115
| New | +$339K | 0.04% | 454 |
|