Valeo Financial Advisors’s Digital Realty Trust DLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $798K | Buy |
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|
2025
Q1 | $584K | Buy |
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|
2024
Q4 | $619K | Buy |
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|
2024
Q3 | $512K | Buy |
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|
2024
Q2 | $437K | Buy |
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|
2024
Q1 | $401K | Buy |
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|
2023
Q4 | $378K | Sell |
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|
2023
Q3 | $354K | Buy |
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|
2023
Q2 | $243K | Sell |
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|
2023
Q1 | $232K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $143K | Sell |
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|
2020
Q4 | $164K | Buy |
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|
2020
Q3 | $164K | Sell |
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|
2020
Q2 | $215K | Buy |
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|
2020
Q1 | $219K | Buy |
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|
2019
Q4 | $135K | Hold |
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|
2019
Q3 | $146K | Buy |
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|
2019
Q2 | $132K | Hold |
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|
2019
Q1 | $133K | Buy |
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|
2018
Q4 | $19K | Sell |
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|
2018
Q3 | $21K | Buy |
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|
2018
Q2 | $23K | Buy |
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|
2018
Q1 | $17K | Sell |
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|
2017
Q4 | $23K | Buy |
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|
2017
Q3 | $3K | Buy |
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