United Capital 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 | $4.71M | Sell |
26,999
-2,195
| -8% | -$383K | 0.04% | 289 |
|
|
2025
Q1 | $4.18M | Sell |
29,194
-1,466
| -5% | -$210K | 0.04% | 297 |
|
|
2024
Q4 | $5.44M | Sell |
30,660
-944
| -3% | -$167K | 0.05% | 249 |
|
|
2024
Q3 | $5.11M | Sell |
31,604
-1,013
| -3% | -$164K | 0.04% | 260 |
|
|
2024
Q2 | $4.96M | Sell |
32,617
-3,969
| -11% | -$603K | 0.04% | 258 |
|
|
2024
Q1 | $5.27M | Sell |
36,586
-17,880
| -33% | -$2.58M | 0.04% | 274 |
|
|
2023
Q4 | $7.33M | Sell |
54,466
-115,356
| -68% | -$15.5M | 0.06% | 232 |
|
|
2023
Q3 | $20.6M | Sell |
169,822
-3,818
| -2% | -$462K | 0.13% | 150 |
|
|
2023
Q2 | $19.8M | Buy |
173,640
+5,668
| +3% | +$645K | 0.11% | 165 |
|
|
2023
Q1 | $16.5M | Buy |
167,972
+10,273
| +7% | +$1.01M | 0.09% | 185 |
|
|
2022
Q4 | $15.8M | Buy |
157,699
+6,699
| +4% | +$672K | 0.09% | 194 |
|
|
2022
Q3 | $15M | Buy |
151,000
+4,305
| +3% | +$427K | 0.09% | 196 |
|
|
2022
Q2 | $19M | Buy |
146,695
+3,522
| +2% | +$457K | 0.1% | 182 |
|
|
2022
Q1 | $20.3M | Buy |
143,173
+2,944
| +2% | +$417K | 0.1% | 188 |
|
|
2021
Q4 | $24.8M | Buy |
140,229
+495
| +0.4% | +$87.6K | 0.11% | 174 |
|
|
2021
Q3 | $20.2M | Sell |
139,734
-1,833
| -1% | -$265K | 0.1% | 189 |
|
|
2021
Q2 | $21.3M | Buy |
141,567
+3,157
| +2% | +$475K | 0.11% | 185 |
|
|
2021
Q1 | $19.5M | Buy |
138,410
+4,249
| +3% | +$598K | 0.11% | 183 |
|
|
2020
Q4 | $18.7M | Sell |
134,161
-650
| -0.5% | -$90.7K | 0.11% | 187 |
|
|
2020
Q3 | $19.8M | Sell |
134,811
-1,506
| -1% | -$221K | 0.13% | 174 |
|
|
2020
Q2 | $19.4M | Sell |
136,317
-5,188
| -4% | -$737K | 0.14% | 160 |
|
|
2020
Q1 | $19.7M | Buy |
141,505
+654
| +0.5% | +$90.8K | 0.16% | 135 |
|
|
2019
Q4 | $16.9M | Buy |
140,851
+2,115
| +2% | +$253K | 0.11% | 226 |
|
|
2019
Q3 | $18M | Buy |
138,736
+111
| +0.1% | +$14.4K | 0.13% | 197 |
|
|
2019
Q2 | $16.3M | Sell |
138,625
-60
| -0% | -$7.07K | 0.11% | 208 |
|
|
2019
Q1 | $16.5M | Buy |
138,685
+908
| +0.7% | +$108K | 0.12% | 194 |
|
|
2018
Q4 | $14.7M | Sell |
137,777
-2,317
| -2% | -$247K | 0.12% | 182 |
|
|
2018
Q3 | $15.8M | Buy |
140,094
+1
| +0% | +$112 | 0.11% | 209 |
|
|
2018
Q2 | $15.6M | Sell |
140,093
-7,165
| -5% | -$799K | 0.12% | 195 |
|
|
2018
Q1 | $15.5M | Sell |
147,258
-3,012
| -2% | -$317K | 0.12% | 197 |
|
|
2017
Q4 | $17.1M | Sell |
150,270
-1,800
| -1% | -$205K | 0.14% | 177 |
|
|
2017
Q3 | $18M | Buy |
152,070
+3,485
| +2% | +$412K | 0.15% | 152 |
|
|
2017
Q2 | $16.8M | Sell |
148,585
-6,128
| -4% | -$692K | 0.15% | 156 |
|
|
2017
Q1 | $16.5M | Sell |
154,713
-3,171
| -2% | -$337K | 0.15% | 156 |
|
|
2016
Q4 | $15.5M | Sell |
157,884
-4,254
| -3% | -$418K | 0.15% | 154 |
|
|
2016
Q3 | $15.7M | Sell |
162,138
-4,000
| -2% | -$388K | 0.15% | 155 |
|
|
2016
Q2 | $18.1M | Sell |
166,138
-1,210
| -0.7% | -$132K | 0.18% | 121 |
|
|
2016
Q1 | $14.8M | Sell |
167,348
-4,526
| -3% | -$401K | 0.16% | 133 |
|
|
2015
Q4 | $13M | Buy |
171,874
+4,911
| +3% | +$371K | 0.15% | 148 |
|
|
2015
Q3 | $10.9M | Buy |
166,963
+503
| +0.3% | +$32.9K | 0.13% | 173 |
|
|
2015
Q2 | $11.1M | Sell |
166,460
-5,314
| -3% | -$354K | 0.13% | 187 |
|
|
2015
Q1 | $10.9M | Buy |
171,774
+152,304
| +782% | +$9.66M | 0.13% | 193 |
|
|
2014
Q4 | $1.29M | Sell |
19,470
-8,730
| -31% | -$579K | 0.02% | 586 |
|
|
2014
Q3 | $1.76M | Buy |
28,200
+5,250
| +23% | +$327K | 0.03% | 471 |
|
|
2014
Q2 | $1.34M | Buy |
22,950
+6,620
| +41% | +$386K | 0.02% | 498 |
|
|
2014
Q1 | $867K | Buy |
16,330
+4,860
| +42% | +$258K | 0.02% | 512 |
|
|
2013
Q4 | $563K | Sell |
11,470
-46,249
| -80% | -$2.27M | 0.02% | 415 |
|
|
2013
Q3 | $3.07M | Sell |
57,719
-81,134
| -58% | -$4.31M | 0.1% | 193 |
|
|
2013
Q2 | $8.47M | Buy |
+138,853
| New | +$8.47M | 0.23% | 121 |
|