Valeo 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 | $798K | Buy |
4,576
+499
| +12% | +$87K | 0.02% | 347 |
|
|
2025
Q1 | $584K | Buy |
4,077
+586
| +17% | +$84K | 0.02% | 371 |
|
|
2024
Q4 | $619K | Buy |
3,491
+327
| +10% | +$58K | 0.02% | 358 |
|
|
2024
Q3 | $512K | Buy |
3,164
+290
| +10% | +$46.9K | 0.01% | 399 |
|
|
2024
Q2 | $437K | Buy |
2,874
+26
| +0.9% | +$3.95K | 0.01% | 427 |
|
|
2024
Q1 | $401K | Buy |
2,848
+43
| +2% | +$6.05K | 0.01% | 431 |
|
|
2023
Q4 | $378K | Sell |
2,805
-116
| -4% | -$15.6K | 0.02% | 424 |
|
|
2023
Q3 | $354K | Buy |
2,921
+785
| +37% | +$95K | 0.02% | 415 |
|
|
2023
Q2 | $243K | Sell |
2,136
-220
| -9% | -$25.1K | 0.01% | 483 |
|
|
2023
Q1 | $232K | Buy |
+2,356
| New | +$232K | 0.01% | 515 |
|
|
2021
Q2 | – | Sell |
-1,016
| Closed | -$143K | – | 763 |
|
|
2021
Q1 | $143K | Sell |
1,016
-163
| -14% | -$22.9K | 0.01% | 508 |
|
|
2020
Q4 | $164K | Buy |
1,179
+62
| +6% | +$8.62K | 0.01% | 444 |
|
|
2020
Q3 | $164K | Sell |
1,117
-395
| -26% | -$58K | 0.01% | 350 |
|
|
2020
Q2 | $215K | Buy |
1,512
+27
| +2% | +$3.84K | 0.02% | 300 |
|
|
2020
Q1 | $219K | Buy |
1,485
+360
| +32% | +$53.1K | 0.02% | 279 |
|
|
2019
Q4 | $135K | Hold |
1,125
| – | – | 0.01% | 397 |
|
|
2019
Q3 | $146K | Buy |
1,125
+8
| +0.7% | +$1.04K | 0.02% | 354 |
|
|
2019
Q2 | $132K | Hold |
1,117
| – | – | 0.02% | 371 |
|
|
2019
Q1 | $133K | Buy |
1,117
+940
| +531% | +$112K | 0.02% | 357 |
|
|
2018
Q4 | $19K | Sell |
177
-26
| -13% | -$2.79K | ﹤0.01% | 709 |
|
|
2018
Q3 | $21K | Buy |
203
+13
| +7% | +$1.35K | ﹤0.01% | 744 |
|
|
2018
Q2 | $23K | Buy |
190
+26
| +16% | +$3.15K | ﹤0.01% | 718 |
|
|
2018
Q1 | $17K | Sell |
164
-42
| -20% | -$4.35K | ﹤0.01% | 750 |
|
|
2017
Q4 | $23K | Buy |
206
+183
| +796% | +$20.4K | ﹤0.01% | 633 |
|
|
2017
Q3 | $3K | Buy |
+23
| New | +$3K | ﹤0.01% | 941 |
|