SOA 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 | $59.5K | Buy |
341
+2
| +0.6% | +$349 | 0.01% | 337 |
|
2025
Q1 | $48.5K | Buy |
339
+6
| +2% | +$859 | 0.01% | 349 |
|
2024
Q4 | $59.1K | Hold |
333
| – | – | 0.01% | 312 |
|
2024
Q3 | $54K | Buy |
333
+2
| +0.6% | +$324 | 0.01% | 312 |
|
2024
Q2 | $50.3K | Buy |
331
+3
| +0.9% | +$456 | 0.01% | 305 |
|
2024
Q1 | $47.3K | Buy |
328
+5
| +2% | +$721 | 0.01% | 313 |
|
2023
Q4 | $43.4K | Buy |
323
+3
| +0.9% | +$403 | 0.01% | 313 |
|
2023
Q3 | $38.7K | Buy |
320
+4
| +1% | +$483 | 0.01% | 319 |
|
2023
Q2 | $36K | Sell |
316
-22
| -7% | -$2.51K | 0.01% | 332 |
|
2023
Q1 | $33.2K | Buy |
338
+3
| +0.9% | +$295 | 0.01% | 338 |
|
2022
Q4 | $33.6K | Buy |
335
+5
| +2% | +$501 | 0.01% | 326 |
|
2022
Q3 | $32K | Sell |
330
-13
| -4% | -$1.26K | 0.01% | 310 |
|
2022
Q2 | $44K | Buy |
343
+3
| +0.9% | +$385 | 0.01% | 279 |
|
2022
Q1 | $48K | Buy |
340
+2
| +0.6% | +$282 | 0.01% | 317 |
|
2021
Q4 | $59K | Buy |
338
+2
| +0.6% | +$349 | 0.01% | 275 |
|
2021
Q3 | $48K | Buy |
336
+3
| +0.9% | +$429 | 0.01% | 309 |
|
2021
Q2 | $50K | Buy |
333
+15
| +5% | +$2.25K | 0.01% | 308 |
|
2021
Q1 | $44K | Sell |
318
-34
| -10% | -$4.7K | 0.01% | 285 |
|
2020
Q4 | $51K | Buy |
+352
| New | +$51K | 0.01% | 260 |
|