Crescent Sterling’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
$250K Buy
4,339
+277
+7% +$16K 0.28% 66
2025
Q1
$236K Buy
4,062
+26
+0.6% +$1.51K 0.24% 70
2024
Q4
$216K Buy
4,036
+177
+5% +$9.45K 0.22% 72
2024
Q3
$245K Sell
3,859
-184
-5% -$11.7K 0.23% 74
2024
Q2
$214K Sell
4,043
-1,365
-25% -$72.1K 0.2% 76
2024
Q1
$293K Buy
5,408
+250
+5% +$13.5K 0.27% 71
2023
Q4
$296K Buy
5,158
+400
+8% +$23K 0.3% 64
2023
Q3
$238K Buy
4,758
+581
+14% +$29K 0.25% 69
2023
Q2
$250K Buy
4,177
+160
+4% +$9.57K 0.24% 69
2023
Q1
$254K Buy
4,017
+11
+0.3% +$697 0.25% 66
2022
Q4
$254K Buy
+4,006
New +$254K 0.27% 61