Householder Group Estate & Retirement Specialist’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $145K | Sell |
2,723
-6,763
| -71% | -$360K | 0.11% | 124 |
|
|
2024
Q3 | $601K | Buy |
9,486
+53
| +0.6% | +$3.36K | 0.18% | 119 |
|
|
2024
Q2 | $498K | Buy |
9,433
+1,688
| +22% | +$89.1K | 0.14% | 137 |
|
|
2024
Q1 | $419K | Sell |
7,745
-635
| -8% | -$34.4K | 0.12% | 156 |
|
|
2023
Q4 | $481K | Buy |
8,380
+451
| +6% | +$25.9K | 0.16% | 123 |
|
|
2023
Q3 | $396K | Buy |
+7,929
| New | +$396K | 0.14% | 134 |
|
|
2023
Q1 | $232K | Buy |
+3,670
| New | +$232K | 0.09% | 183 |
|
|
2022
Q4 | – | Sell |
-3,713
| Closed | -$216K | – | 845 |
|
|
2022
Q3 | $216K | Sell |
3,713
-12
| -0.3% | -$698 | 0.09% | 180 |
|
|
2022
Q2 | $254K | Sell |
3,725
-1,089
| -23% | -$74.3K | 0.11% | 170 |
|
|
2022
Q1 | $334K | Sell |
4,814
-15,484
| -76% | -$1.07M | 0.13% | 149 |
|
|
2021
Q4 | $1.45M | Buy |
+20,298
| New | +$1.45M | 0.54% | 46 |
|