Lehman & Derafelo Financial Resources’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $606K | Buy |
9,559
+106
| +1% | +$6.72K | 0.18% | 57 |
|
|
2022
Q3 | $553K | Sell |
9,453
-295
| -3% | -$17.3K | 0.17% | 53 |
|
|
2022
Q2 | $668K | Sell |
9,748
-596
| -6% | -$40.8K | 0.21% | 50 |
|
|
2022
Q1 | $719K | Sell |
10,344
-145
| -1% | -$10.1K | 0.2% | 52 |
|
|
2021
Q4 | $751K | Buy |
10,489
+82
| +0.8% | +$5.87K | 0.23% | 49 |
|
|
2021
Q3 | $654K | Sell |
10,407
-785
| -7% | -$49.3K | 0.21% | 50 |
|
|
2021
Q2 | $724K | Sell |
11,192
-150
| -1% | -$9.7K | 0.2% | 58 |
|
|
2021
Q1 | $698K | Sell |
11,342
-412
| -4% | -$25.4K | 0.2% | 57 |
|
|
2020
Q4 | $708K | Sell |
11,754
-620
| -5% | -$37.3K | 0.21% | 57 |
|
|
2020
Q3 | $728K | Sell |
12,374
-39,200
| -76% | -$2.31M | 0.23% | 51 |
|
|
2020
Q2 | $2.97M | Sell |
51,574
-1,247
| -2% | -$71.9K | 1.04% | 17 |
|
|
2020
Q1 | $2.55M | Sell |
52,821
-1,445
| -3% | -$69.8K | 1.06% | 21 |
|
|
2019
Q4 | $3.87M | Sell |
54,266
-147
| -0.3% | -$10.5K | 1.39% | 16 |
|
|
2019
Q3 | $4.04M | Sell |
54,413
-103
| -0.2% | -$7.65K | 1.55% | 15 |
|
|
2019
Q2 | $3.7M | Buy |
54,516
+104
| +0.2% | +$7.05K | 1.51% | 15 |
|
|
2019
Q1 | $3.88M | Sell |
54,412
-1,419
| -3% | -$101K | 1.67% | 13 |
|
|
2018
Q4 | $3.41M | Buy |
+55,831
| New | +$3.41M | 1.7% | 13 |
|