Stiles Financial Services’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 | $2.56M | Buy |
14,685
+738
| +5% | +$129K | 0.88% | 35 |
|
|
2025
Q1 | $2M | Buy |
13,947
+616
| +5% | +$88.3K | 0.77% | 47 |
|
|
2024
Q4 | $2.36M | Buy |
13,331
+1,732
| +15% | +$307K | 0.86% | 39 |
|
|
2024
Q3 | $1.88M | Buy |
11,599
+1,068
| +10% | +$173K | 0.66% | 52 |
|
|
2024
Q2 | $1.6M | Buy |
10,531
+2,142
| +26% | +$326K | 0.62% | 52 |
|
|
2024
Q1 | $1.21M | Buy |
8,389
+1,472
| +21% | +$212K | 0.48% | 70 |
|
|
2023
Q4 | $931K | Buy |
6,917
+1,370
| +25% | +$184K | 0.42% | 72 |
|
|
2023
Q3 | $671K | Sell |
5,547
-39
| -0.7% | -$4.72K | 0.35% | 86 |
|
|
2023
Q2 | $636K | Buy |
5,586
+1,206
| +28% | +$137K | 0.32% | 88 |
|
|
2023
Q1 | $431K | Buy |
4,380
+314
| +8% | +$30.9K | 0.23% | 109 |
|
|
2022
Q4 | $408K | Buy |
4,066
+705
| +21% | +$70.7K | 0.23% | 109 |
|
|
2022
Q3 | $333K | Buy |
3,361
+1,315
| +64% | +$130K | 0.2% | 121 |
|
|
2022
Q2 | $266K | Buy |
2,046
+17
| +0.8% | +$2.21K | 0.16% | 136 |
|
|
2022
Q1 | $288K | Buy |
2,029
+227
| +13% | +$32.2K | 0.14% | 132 |
|
|
2021
Q4 | $319K | Buy |
+1,802
| New | +$319K | 0.15% | 135 |
|