Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $547K | Sell |
547,941
-8,453
| -2% | -$8.44K | 0.41% | 39 |
|
|
2024
Q3 | $1.21M | Buy |
556,394
+3,948
| +0.7% | +$8.6K | 0.35% | 64 |
|
|
2024
Q2 | $1.13M | Buy |
552,446
+31,737
| +6% | +$64.7K | 0.32% | 71 |
|
|
2024
Q1 | $1.06M | Buy |
520,709
+3,334
| +0.6% | +$6.8K | 0.32% | 67 |
|
|
2023
Q4 | $3.79M | Buy |
517,375
+115,238
| +29% | +$844K | 1.25% | 13 |
|
|
2023
Q3 | $1.65M | Buy |
+402,137
| New | +$1.65M | 0.59% | 34 |
|
|
2023
Q1 | $4M | Buy |
324,946
+38,739
| +14% | +$477K | 1.53% | 9 |
|
|
2022
Q4 | $3.82M | Buy |
286,207
+12,810
| +5% | +$171K | 5.7% | 4 |
|
|
2022
Q3 | $3.84M | Buy |
273,397
+2,517
| +0.9% | +$35.4K | 1.58% | 11 |
|
|
2022
Q2 | $5.4M | Buy |
270,880
+7,394
| +3% | +$148K | 2.41% | 8 |
|
|
2022
Q1 | $6.78M | Buy |
263,486
+33,294
| +14% | +$857K | 2.73% | 6 |
|
|
2021
Q4 | $5.72M | Buy |
+230,192
| New | +$5.72M | 2.13% | 7 |
|