Lee Financial’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-82
| Closed | -$4.73K | – | 604 |
|
|
2023
Q4 | $4.73K | Buy |
82
+67
| +447% | +$3.87K | ﹤0.01% | 556 |
|
|
2023
Q3 | $753 | Hold |
15
| – | – | ﹤0.01% | 788 |
|
|
2023
Q2 | $901 | Sell |
15
-39
| -72% | -$2.34K | ﹤0.01% | 726 |
|
|
2023
Q1 | $3.43K | Sell |
54
-8
| -13% | -$509 | ﹤0.01% | 579 |
|
|
2022
Q4 | $3.93K | Buy |
62
+7
| +13% | +$444 | ﹤0.01% | 587 |
|
|
2022
Q3 | $3K | Sell |
55
-38
| -41% | -$2.07K | ﹤0.01% | 630 |
|
|
2022
Q2 | $7K | Buy |
93
+55
| +145% | +$4.14K | ﹤0.01% | 509 |
|
|
2022
Q1 | $3K | Hold |
38
| – | – | ﹤0.01% | 586 |
|
|
2021
Q4 | $3K | Sell |
38
-1
| -3% | -$79 | ﹤0.01% | 679 |
|
|
2021
Q3 | $2K | Buy |
+39
| New | +$2K | ﹤0.01% | 635 |
|
|
2020
Q3 | – | Sell |
-34
| Closed | -$2K | – | 555 |
|
|
2020
Q2 | $2K | Hold |
34
| – | – | ﹤0.01% | 494 |
|
|
2020
Q1 | $2K | Hold |
34
| – | – | ﹤0.01% | 442 |
|
|
2019
Q4 | $2K | Hold |
34
| – | – | ﹤0.01% | 471 |
|
|
2019
Q3 | $3K | Hold |
34
| – | – | ﹤0.01% | 456 |
|
|
2019
Q2 | $2K | Hold |
34
| – | – | ﹤0.01% | 493 |
|
|
2019
Q1 | $2K | Buy |
+34
| New | +$2K | ﹤0.01% | 485 |
|
|
2018
Q3 | – | Sell |
-49
| Closed | -$3K | – | 631 |
|
|
2018
Q2 | $3K | Hold |
49
| – | – | ﹤0.01% | 692 |
|
|
2018
Q1 | $2K | Buy |
+49
| New | +$2K | ﹤0.01% | 702 |
|