Creative Financial Designs’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $106K | Buy |
1,833
+177
| +11% | +$10.2K | 0.01% | 656 |
|
|
2025
Q1 | $96.1K | Sell |
1,656
-210
| -11% | -$12.2K | 0.01% | 632 |
|
|
2024
Q4 | $99.7K | Buy |
1,866
+160
| +9% | +$8.55K | 0.01% | 605 |
|
|
2024
Q3 | $108K | Buy |
1,706
+91
| +6% | +$5.77K | 0.01% | 581 |
|
|
2024
Q2 | $85.3K | Buy |
1,615
+84
| +5% | +$4.44K | 0.01% | 617 |
|
|
2024
Q1 | $82.8K | Sell |
1,531
-286
| -16% | -$15.5K | 0.01% | 609 |
|
|
2023
Q4 | $104K | Sell |
1,817
-762
| -30% | -$43.8K | 0.01% | 530 |
|
|
2023
Q3 | $129K | Buy |
2,579
+15
| +0.6% | +$749 | 0.02% | 450 |
|
|
2023
Q2 | $153K | Sell |
2,564
-1,144
| -31% | -$68.4K | 0.02% | 392 |
|
|
2023
Q1 | $235K | Sell |
3,708
-788
| -18% | -$49.9K | 0.03% | 304 |
|
|
2022
Q4 | $285K | Sell |
4,496
-13,067
| -74% | -$829K | 0.04% | 270 |
|
|
2022
Q3 | $1.02M | Sell |
17,563
-1,451
| -8% | -$84.4K | 0.17% | 117 |
|
|
2022
Q2 | $1.3M | Sell |
19,014
-8,395
| -31% | -$573K | 0.21% | 97 |
|
|
2022
Q1 | $1.9M | Buy |
27,409
+26,133
| +2,048% | +$1.81M | 0.29% | 79 |
|
|
2021
Q4 | $91K | Sell |
1,276
-38
| -3% | -$2.71K | 0.01% | 452 |
|
|
2021
Q3 | $83K | Buy |
1,314
+86
| +7% | +$5.43K | 0.01% | 484 |
|
|
2021
Q2 | $79K | Buy |
1,228
+2
| +0.2% | +$129 | 0.01% | 487 |
|
|
2021
Q1 | $75K | Buy |
1,226
+3
| +0.2% | +$184 | 0.01% | 477 |
|
|
2020
Q4 | $74K | Sell |
1,223
-102
| -8% | -$6.17K | 0.02% | 435 |
|
|
2020
Q3 | $78K | Buy |
1,325
+4
| +0.3% | +$235 | 0.02% | 391 |
|
|
2020
Q2 | $76K | Buy |
1,321
+1,220
| +1,208% | +$70.2K | 0.02% | 339 |
|
|
2020
Q1 | $5K | Buy |
101
+1
| +1% | +$50 | ﹤0.01% | 408 |
|
|
2019
Q4 | $7K | Sell |
100
-21
| -17% | -$1.47K | ﹤0.01% | 434 |
|
|
2019
Q3 | $9K | Buy |
+121
| New | +$9K | ﹤0.01% | 422 |
|
|
2019
Q1 | – | Sell |
-52
| Closed | -$3K | – | 624 |
|
|
2018
Q4 | $3K | Hold |
52
| – | – | ﹤0.01% | 484 |
|
|
2018
Q3 | $3K | Sell |
52
-51
| -50% | -$2.94K | ﹤0.01% | 611 |
|
|
2018
Q2 | $5K | Sell |
103
-258
| -71% | -$12.5K | ﹤0.01% | 554 |
|
|
2018
Q1 | $18K | Buy |
361
+213
| +144% | +$10.6K | 0.01% | 341 |
|
|
2017
Q4 | $8K | Hold |
148
| – | – | 0.01% | 440 |
|
|
2017
Q3 | $8K | Sell |
148
-355
| -71% | -$19.2K | ﹤0.01% | 442 |
|
|
2017
Q2 | $27K | Buy |
503
+252
| +100% | +$13.5K | 0.02% | 288 |
|
|
2017
Q1 | $14K | Hold |
251
| – | – | 0.01% | 365 |
|
|
2016
Q4 | $14K | Buy |
+251
| New | +$14K | 0.01% | 360 |
|