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