Lehman & Derafelo Financial Resources’s Realty Income O Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$606K Buy
2022
Q3
$553K Sell
2022
Q2
$668K Sell
2022
Q1
$719K Sell
2021
Q4
$751K Buy
2021
Q3
$654K Sell
2021
Q2
$724K Sell
2021
Q1
$698K Sell
2020
Q4
$708K Sell
2020
Q3
$728K Sell
2020
Q2
$2.97M Sell
2020
Q1
$2.55M Sell
2019
Q4
$3.87M Sell
2019
Q3
$4.04M Sell
2019
Q2
$3.7M Buy
2019
Q1
$3.88M Sell
2018
Q4
$3.41M Buy