Steward Partners Investment Advisory’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 | $7.76M | Sell |
44,512
-840
| -2% | -$146K | 0.06% | 311 |
|
|
2025
Q1 | $6.5M | Sell |
45,352
-13,708
| -23% | -$1.96M | 0.06% | 330 |
|
|
2024
Q4 | $10.5M | Sell |
59,060
-843
| -1% | -$149K | 0.09% | 213 |
|
|
2024
Q3 | $9.69M | Buy |
59,903
+118
| +0.2% | +$19.1K | 0.09% | 219 |
|
|
2024
Q2 | $9.09M | Buy |
59,785
+3,614
| +6% | +$550K | 0.1% | 216 |
|
|
2024
Q1 | $8.09M | Buy |
56,171
+26,306
| +88% | +$3.79M | 0.09% | 242 |
|
|
2023
Q4 | $4.02M | Sell |
29,865
-4,451
| -13% | -$599K | 0.05% | 327 |
|
|
2023
Q3 | $4.15M | Sell |
34,316
-1,032
| -3% | -$125K | 0.06% | 295 |
|
|
2023
Q2 | $4.03M | Buy |
35,348
+1,998
| +6% | +$228K | 0.06% | 305 |
|
|
2023
Q1 | $3.28M | Sell |
33,350
-1,958
| -6% | -$192K | 0.05% | 345 |
|
|
2022
Q4 | $3.54M | Buy |
35,308
+1,254
| +4% | +$126K | 0.06% | 322 |
|
|
2022
Q3 | $3.38M | Sell |
34,054
-2,269
| -6% | -$225K | 0.06% | 304 |
|
|
2022
Q2 | $4.72M | Sell |
36,323
-4,601
| -11% | -$597K | 0.09% | 249 |
|
|
2022
Q1 | $5.8M | Buy |
40,924
+170
| +0.4% | +$24.1K | 0.09% | 229 |
|
|
2021
Q4 | $7.21M | Buy |
40,754
+5,658
| +16% | +$1M | 0.11% | 201 |
|
|
2021
Q3 | $5.07M | Buy |
35,096
+976
| +3% | +$141K | 0.09% | 254 |
|
|
2021
Q2 | $5.13M | Sell |
34,120
-3,635
| -10% | -$547K | 0.09% | 242 |
|
|
2021
Q1 | $5.32M | Buy |
37,755
+16,707
| +79% | +$2.35M | 0.09% | 225 |
|
|
2020
Q4 | $2.94M | Buy |
21,048
+2,359
| +13% | +$329K | 0.06% | 298 |
|
|
2020
Q3 | $2.74M | Buy |
18,689
+3,248
| +21% | +$477K | 0.07% | 266 |
|
|
2020
Q2 | $2.19M | Buy |
15,441
+830
| +6% | +$118K | 0.06% | 292 |
|
|
2020
Q1 | $2.03M | Sell |
14,611
-1,103
| -7% | -$153K | 0.07% | 256 |
|
|
2019
Q4 | $1.88M | Buy |
15,714
+6,823
| +77% | +$817K | 0.06% | 317 |
|
|
2019
Q3 | $1.15M | Buy |
8,891
+320
| +4% | +$41.5K | 0.04% | 376 |
|
|
2019
Q2 | $1.01M | Buy |
8,571
+494
| +6% | +$58.2K | 0.04% | 388 |
|
|
2019
Q1 | $961K | Buy |
8,077
+776
| +11% | +$92.3K | 0.04% | 369 |
|
|
2018
Q4 | $778K | Sell |
7,301
-1,202
| -14% | -$128K | 0.04% | 386 |
|
|
2018
Q3 | $956K | Sell |
8,503
-849
| -9% | -$95.5K | 0.05% | 354 |
|
|
2018
Q2 | $1.04M | Buy |
9,352
+8,390
| +872% | +$937K | 0.06% | 291 |
|
|
2018
Q1 | $101K | Buy |
+962
| New | +$101K | 0.01% | 771 |
|