JT Stratford LLC’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,463
| Closed | -$238K | – | 312 |
|
|
2024
Q4 | $238K | Buy |
4,463
+174
| +4% | +$9.29K | 0.04% | 268 |
|
|
2024
Q3 | $272K | Buy |
+4,289
| New | +$272K | 0.05% | 242 |
|
|
2018
Q1 | – | Sell |
-3,645
| Closed | -$201K | – | 108 |
|
|
2017
Q4 | $201K | Sell |
3,645
-2,745
| -43% | -$151K | 0.13% | 97 |
|
|
2017
Q3 | $354K | Sell |
6,390
-525
| -8% | -$29.1K | 0.23% | 85 |
|
|
2017
Q2 | $370K | Buy |
6,915
+36
| +0.5% | +$1.93K | 0.26% | 77 |
|
|
2017
Q1 | $397K | Sell |
6,879
-676
| -9% | -$39K | 0.29% | 73 |
|
|
2016
Q4 | $421K | Buy |
+7,555
| New | +$421K | 0.35% | 72 |
|