Creative Financial Designs’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $790K | Buy |
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|
2025
Q2 | $106K | Buy |
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|
2025
Q1 | $96.1K | Sell |
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|
2024
Q4 | $99.7K | Buy |
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|
2024
Q3 | $108K | Buy |
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|
2024
Q2 | $85.3K | Buy |
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|
2024
Q1 | $82.8K | Sell |
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|
2023
Q4 | $104K | Sell |
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|
2023
Q3 | $129K | Buy |
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|
2023
Q2 | $153K | Sell |
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|
2023
Q1 | $235K | Sell |
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|
2022
Q4 | $285K | Sell |
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|
2022
Q3 | $1.02M | Sell |
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|
2022
Q2 | $1.3M | Sell |
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|
2022
Q1 | $1.9M | Buy |
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|
2021
Q4 | $91K | Sell |
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|
2021
Q3 | $83K | Buy |
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|
2021
Q2 | $79K | Buy |
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|
2021
Q1 | $75K | Buy |
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|
2020
Q4 | $74K | Sell |
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|
2020
Q3 | $78K | Buy |
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|
2020
Q2 | $76K | Buy |
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|
2020
Q1 | $5K | Buy |
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|
2019
Q4 | $7K | Sell |
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|
2019
Q3 | $9K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $3K | Hold |
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|
2018
Q3 | $3K | Sell |
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|
2018
Q2 | $5K | Sell |
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|
2018
Q1 | $18K | Buy |
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|
2017
Q4 | $8K | Hold |
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|
2017
Q3 | $8K | Sell |
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|
2017
Q2 | $27K | Buy |
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|
2017
Q1 | $14K | Hold |
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|
2016
Q4 | $14K | Buy |
|