Symphony Financial’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 | $2.38M | Buy |
+13,849
| New | +$2.38M | 0.31% | 70 |
|
|
2025
Q1 | – | Sell |
-13,778
| Closed | -$2.53M | – | 126 |
|
|
2024
Q4 | $2.53M | Sell |
13,778
-908
| -6% | -$167K | 0.4% | 56 |
|
|
2024
Q3 | $2.37M | Sell |
14,686
-94
| -0.6% | -$15.1K | 0.39% | 63 |
|
|
2024
Q2 | $2.2M | Sell |
14,780
-591
| -4% | -$87.9K | 0.4% | 58 |
|
|
2024
Q1 | $2.21M | Sell |
15,371
-624
| -4% | -$89.9K | 0.52% | 50 |
|
|
2023
Q4 | $2.22M | Sell |
15,995
-856
| -5% | -$119K | 0.48% | 55 |
|
|
2023
Q3 | $1.99M | Buy |
16,851
+516
| +3% | +$61K | 0.49% | 41 |
|
|
2023
Q2 | $1.83M | Buy |
16,335
+6,897
| +73% | +$772K | 0.45% | 54 |
|
|
2023
Q1 | $882K | Buy |
9,438
+1,023
| +12% | +$95.6K | 0.23% | 87 |
|
|
2022
Q4 | $872K | Sell |
8,415
-3,819
| -31% | -$396K | 0.23% | 81 |
|
|
2022
Q3 | $1.19M | Buy |
12,234
+289
| +2% | +$28K | 0.39% | 60 |
|
|
2022
Q2 | $1.52M | Sell |
11,945
-1,281
| -10% | -$163K | 0.45% | 46 |
|
|
2022
Q1 | $1.96M | Buy |
13,226
+481
| +4% | +$71.3K | 0.46% | 47 |
|
|
2021
Q4 | $2.23M | Buy |
12,745
+1,736
| +16% | +$304K | 0.62% | 35 |
|
|
2021
Q3 | $1.62M | Sell |
11,009
-381
| -3% | -$55.9K | 0.56% | 39 |
|
|
2021
Q2 | $1.73M | Sell |
11,390
-4,859
| -30% | -$736K | 0.59% | 39 |
|
|
2021
Q1 | $2.35M | Buy |
16,249
+7,045
| +77% | +$1.02M | 0.62% | 33 |
|
|
2020
Q4 | $1.25M | Sell |
9,204
-820
| -8% | -$111K | 0.45% | 44 |
|
|
2020
Q3 | $1.47M | Buy |
10,024
+1,541
| +18% | +$226K | 0.6% | 36 |
|
|
2020
Q2 | $1.21M | Buy |
+8,483
| New | +$1.21M | 0.58% | 36 |
|