Summit Place Financial Advisors’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 | $498K | Buy |
2,857
+57
| +2% | +$9.94K | 0.25% | 68 |
|
|
2025
Q1 | $401K | Buy |
2,800
+300
| +12% | +$43K | 0.23% | 74 |
|
|
2024
Q4 | $443K | Hold |
2,500
| – | – | 0.25% | 70 |
|
|
2024
Q3 | $405K | Hold |
2,500
| – | – | 0.23% | 74 |
|
|
2024
Q2 | $380K | Hold |
2,500
| – | – | 0.22% | 76 |
|
|
2024
Q1 | $360K | Buy |
2,500
+500
| +25% | +$72K | 0.21% | 75 |
|
|
2023
Q4 | $269K | Hold |
2,000
| – | – | 0.18% | 79 |
|
|
2023
Q3 | $242K | Hold |
2,000
| – | – | 0.17% | 86 |
|
|
2023
Q2 | $228K | Buy |
+2,000
| New | +$228K | 0.15% | 87 |
|