H&H Retirement Design & Management’s Office Properties Income Trust OPI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.58K Hold
18,668
﹤0.01% 81
2025
Q1
$6.35K Hold
18,668
﹤0.01% 76
2024
Q4
$16.3K Hold
18,668
0.01% 76
2024
Q3
$37.5K Hold
18,668
0.02% 76
2024
Q2
$51.7K Hold
18,668
0.03% 87
2024
Q1
$37.9K Hold
18,668
0.03% 84
2023
Q4
$70.9K Buy
18,668
+796
+4% +$3.03K 0.04% 61
2023
Q3
$79.5K Buy
17,872
+569
+3% +$2.53K 0.06% 58
2023
Q2
$141K Hold
17,303
0.09% 57
2023
Q1
$141K Buy
17,303
+489
+3% +$3.97K 0.09% 53
2022
Q4
$286K Buy
16,814
+582
+4% +$9.9K 0.24% 62
2022
Q3
$229K Buy
16,232
+399
+3% +$5.63K 0.22% 66
2022
Q2
$326K Buy
15,833
+374
+2% +$7.7K 0.24% 62
2022
Q1
$372K Hold
15,459
0.25% 43
2021
Q4
$378K Buy
15,459
+334
+2% +$8.17K 0.24% 52
2021
Q3
$400K Buy
15,125
+290
+2% +$7.67K 0.25% 33
2021
Q2
$444K Buy
14,835
+269
+2% +$8.05K 0.27% 32
2021
Q1
$411K Buy
+14,566
New +$411K 0.25% 34
2020
Q3
$296K Sell
14,271
-269
-2% -$5.58K 0.23% 33
2020
Q2
$378K Sell
14,540
-557
-4% -$14.5K 0.33% 37
2020
Q1
$411K Buy
+15,097
New +$411K 0.39% 35