Summit Securities Group’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 | $54.6K | Buy |
+313
| New | +$54.6K | 0.01% | 382 |
|
|
2025
Q1 | – | Sell |
-1,900
| Closed | -$337K | – | 717 |
|
|
2024
Q4 | $337K | Buy |
+1,900
| New | +$337K | 0.07% | 76 |
|
|
2024
Q1 | – | Sell |
-200
| Closed | -$27K | – | 420 |
|
|
2023
Q4 | $27K | Buy |
200
+100
| +100% | +$13.5K | ﹤0.01% | 264 |
|
|
2023
Q3 | $12K | Sell |
100
-281
| -74% | -$33.7K | ﹤0.01% | 253 |
|
|
2023
Q2 | $43K | Sell |
381
-383
| -50% | -$43.2K | 0.01% | 325 |
|
|
2023
Q1 | $75K | Buy |
764
+474
| +163% | +$46.5K | 0.01% | 229 |
|
|
2022
Q4 | $29K | Buy |
290
+289
| +28,900% | +$28.9K | ﹤0.01% | 605 |
|
|
2022
Q3 | $0 | Sell |
1
-594
| -100% | – | ﹤0.01% | 756 |
|
|
2022
Q2 | $77K | Buy |
595
+479
| +413% | +$62K | 0.01% | 301 |
|
|
2022
Q1 | $16K | Sell |
116
-7,972
| -99% | -$1.1M | ﹤0.01% | 519 |
|
|
2021
Q4 | $1.43M | Buy |
+8,088
| New | +$1.43M | 0.07% | 110 |
|
|
2021
Q3 | – | Sell |
-3,075
| Closed | -$463K | – | 374 |
|
|
2021
Q2 | $463K | Buy |
+3,075
| New | +$463K | 0.04% | 197 |
|
|
2020
Q3 | – | Sell |
-2,645
| Closed | -$376K | – | 194 |
|
|
2020
Q2 | $376K | Sell |
2,645
-1,173
| -31% | -$167K | 0.05% | 90 |
|
|
2020
Q1 | $530K | Buy |
+3,818
| New | +$530K | 0.09% | 59 |
|
|
2018
Q3 | – | Sell |
-5,500
| Closed | -$614K | – | 151 |
|
|
2018
Q2 | $614K | Buy |
+5,500
| New | +$614K | 0.09% | 66 |
|
|
2017
Q4 | – | Sell |
-1,800
| Closed | -$213K | – | 172 |
|
|
2017
Q3 | $213K | Buy |
+1,800
| New | +$213K | 0.04% | 108 |
|
|
2017
Q2 | – | Sell |
-2,800
| Closed | -$298K | – | 220 |
|
|
2017
Q1 | $298K | Buy |
+2,800
| New | +$298K | 0.09% | 207 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 195 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 263 |
|
|
2015
Q3 | – | Sell |
-100
| Closed | -$7K | – | 341 |
|
|
2015
Q2 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 386 |
|
|
2015
Q1 | – | Sell |
-1,900
| Closed | -$126K | – | 375 |
|
|
2014
Q4 | $126K | Buy |
+1,900
| New | +$126K | 0.04% | 240 |
|
|
2014
Q3 | – | Sell |
-300
| Closed | -$17K | – | 565 |
|
|
2014
Q2 | $17K | Buy |
+300
| New | +$17K | 0.01% | 356 |
|