Ford Financial Group’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-16,329
| Closed | -$1.04M | – | 69 |
|
|
2022
Q4 | $1.04M | Sell |
16,329
-98
| -0.6% | -$6.22K | 0.41% | 50 |
|
|
2022
Q3 | $956K | Buy |
16,427
+1,885
| +13% | +$110K | 0.4% | 54 |
|
|
2022
Q2 | $992K | Sell |
14,542
-2,783
| -16% | -$190K | 0.4% | 50 |
|
|
2022
Q1 | $1.2M | Sell |
17,325
-3,233
| -16% | -$224K | 0.46% | 41 |
|
|
2021
Q4 | $1.47K | Buy |
20,558
+566
| +3% | +$40 | 0.29% | 34 |
|
|
2021
Q3 | $1.26M | Sell |
19,992
-526
| -3% | -$33K | 0.48% | 34 |
|
|
2021
Q2 | $1.33M | Buy |
20,518
+252
| +1% | +$16.3K | 0.49% | 33 |
|
|
2021
Q1 | $1.25M | Buy |
20,266
+695
| +4% | +$42.8K | 0.54% | 34 |
|
|
2020
Q4 | $1.18M | Sell |
19,571
-70
| -0.4% | -$4.22K | 0.56% | 32 |
|
|
2020
Q3 | $1.16M | Buy |
19,641
+2,352
| +14% | +$138K | 0.63% | 29 |
|
|
2020
Q2 | $996K | Buy |
17,289
+368
| +2% | +$21.2K | 0.55% | 32 |
|
|
2020
Q1 | $817K | Buy |
16,921
+285
| +2% | +$13.8K | 0.55% | 29 |
|
|
2019
Q4 | $1.19M | Sell |
16,636
-29
| -0.2% | -$2.07K | 0.68% | 25 |
|
|
2019
Q3 | $1.24M | Buy |
16,665
+5
| +0% | +$371 | 0.79% | 23 |
|
|
2019
Q2 | $1.11M | Sell |
16,660
-2,659
| -14% | -$178K | 0.75% | 23 |
|
|
2019
Q1 | $1.38M | Buy |
19,319
+5,762
| +43% | +$411K | 0.99% | 21 |
|
|
2018
Q4 | $828K | Buy |
13,557
+8,651
| +176% | +$528K | 0.62% | 26 |
|
|
2018
Q3 | $269K | Hold |
4,906
| – | – | 0.2% | 31 |
|
|
2018
Q2 | $253K | Hold |
4,906
| – | – | 0.18% | 31 |
|
|
2018
Q1 | $245K | Sell |
4,906
-210
| -4% | -$10.5K | 0.19% | 35 |
|
|
2017
Q4 | $274K | Buy |
+5,116
| New | +$274K | 0.21% | 31 |
|