SVB Wealth’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 | $983K | Buy |
+5,641
| New | +$983K | 0.05% | 232 |
|
|
2025
Q1 | – | Sell |
-7,213
| Closed | -$1.28M | – | 1557 |
|
|
2024
Q4 | $1.28M | Buy |
+7,213
| New | +$1.28M | 0.02% | 277 |
|
|
2024
Q3 | – | Sell |
-9,923
| Closed | -$1.51M | – | 170 |
|
|
2024
Q2 | $1.51M | Sell |
9,923
-858
| -8% | -$130K | 0.04% | 262 |
|
|
2024
Q1 | $1.55M | Buy |
10,781
+21
| +0.2% | +$3.03K | 0.03% | 278 |
|
|
2023
Q4 | $1.45M | Buy |
10,760
+106
| +1% | +$14.3K | 0.04% | 285 |
|
|
2023
Q3 | $1.29M | Sell |
10,654
-183
| -2% | -$22.1K | 0.03% | 281 |
|
|
2023
Q2 | $1.23M | Sell |
10,837
-1,178
| -10% | -$134K | 0.02% | 307 |
|
|
2023
Q1 | $1.18M | Sell |
12,015
-1,259
| -9% | -$124K | 0.02% | 344 |
|
|
2022
Q4 | $1.33M | Buy |
13,274
+3,380
| +34% | +$339K | 0.02% | 346 |
|
|
2022
Q3 | $981K | Buy |
9,894
+2,948
| +42% | +$292K | 0.01% | 374 |
|
|
2022
Q2 | $902K | Sell |
6,946
-94
| -1% | -$12.2K | 0.01% | 344 |
|
|
2022
Q1 | $998K | Buy |
7,040
+1,897
| +37% | +$269K | 0.01% | 326 |
|
|
2021
Q4 | $909K | Sell |
5,143
-131
| -2% | -$23.2K | 0.01% | 324 |
|
|
2021
Q3 | $761K | Buy |
5,274
+113
| +2% | +$16.3K | 0.01% | 464 |
|
|
2021
Q2 | $777K | Sell |
5,161
-90
| -2% | -$13.6K | 0.01% | 456 |
|
|
2021
Q1 | $740K | Sell |
5,251
-81
| -2% | -$11.4K | 0.01% | 425 |
|
|
2020
Q4 | $744K | Sell |
5,332
-1,196
| -18% | -$167K | 0.01% | 385 |
|
|
2020
Q3 | $957K | Buy |
6,528
+1,523
| +30% | +$223K | 0.02% | 301 |
|
|
2020
Q2 | $712K | Buy |
5,005
+125
| +3% | +$17.8K | 0.01% | 316 |
|
|
2020
Q1 | $678K | Buy |
4,880
+189
| +4% | +$26.3K | 0.02% | 275 |
|
|
2019
Q4 | $562K | Buy |
4,691
+162
| +4% | +$19.4K | 0.01% | 393 |
|
|
2019
Q3 | $588K | Sell |
4,529
-117
| -3% | -$15.2K | 0.01% | 356 |
|
|
2019
Q2 | $547K | Buy |
4,646
+98
| +2% | +$11.5K | 0.02% | 372 |
|
|
2019
Q1 | $541K | Sell |
4,548
-4,396
| -49% | -$523K | 0.02% | 294 |
|
|
2018
Q4 | $953K | Buy |
8,944
+14
| +0.2% | +$1.49K | 0.04% | 224 |
|
|
2018
Q3 | $1M | Sell |
8,930
-300
| -3% | -$33.7K | 0.04% | 247 |
|
|
2018
Q2 | $1.03M | Sell |
9,230
-288
| -3% | -$32.1K | 0.04% | 245 |
|
|
2018
Q1 | $1M | Sell |
9,518
-45
| -0.5% | -$4.74K | 0.04% | 260 |
|
|
2017
Q4 | $1.09M | Sell |
9,563
-354
| -4% | -$40.3K | 0.04% | 246 |
|
|
2017
Q3 | $1.17M | Buy |
9,917
+917
| +10% | +$108K | 0.05% | 237 |
|
|
2017
Q2 | $1.02M | Buy |
9,000
+399
| +5% | +$45.1K | 0.04% | 255 |
|
|
2017
Q1 | $915K | Sell |
8,601
-200
| -2% | -$21.3K | 0.04% | 257 |
|
|
2016
Q4 | $865K | Sell |
8,801
-3
| -0% | -$295 | 0.04% | 265 |
|
|
2016
Q3 | $855K | Hold |
8,804
| – | – | 0.03% | 268 |
|
|
2016
Q2 | $960K | Hold |
8,804
| – | – | 0.04% | 258 |
|
|
2016
Q1 | $779K | Sell |
8,804
-100
| -1% | -$8.85K | 0.03% | 290 |
|
|
2015
Q4 | $673K | Sell |
8,904
-3,025
| -25% | -$229K | 0.03% | 326 |
|
|
2015
Q3 | $779K | Sell |
11,929
-576
| -5% | -$37.6K | 0.03% | 326 |
|
|
2015
Q2 | $834K | Sell |
12,505
-185
| -1% | -$12.3K | 0.03% | 339 |
|
|
2015
Q1 | $837K | Buy |
12,690
+200
| +2% | +$13.2K | 0.03% | 333 |
|
|
2014
Q4 | $828K | Buy |
+12,490
| New | +$828K | 0.03% | 326 |
|