Lehman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $3.2M | Sell |
57,998
-2,271
| -4% | -$125K | 1.5% | 17 |
|
|
2018
Q2 | $3.14M | Sell |
60,269
-3,302
| -5% | -$172K | 1.58% | 15 |
|
|
2018
Q1 | $3.19M | Sell |
63,571
-3,096
| -5% | -$155K | 1.63% | 15 |
|
|
2017
Q4 | $3.68M | Buy |
66,667
+206
| +0.3% | +$11.4K | 1.91% | 15 |
|
|
2017
Q3 | $3.68M | Buy |
66,461
+445
| +0.7% | +$24.7K | 1.87% | 18 |
|
|
2017
Q2 | $3.57M | Sell |
66,016
-413
| -0.6% | -$22.3K | 2.01% | 15 |
|
|
2017
Q1 | $3.83M | Sell |
66,429
-955
| -1% | -$55.1K | 2.12% | 16 |
|
|
2016
Q4 | $3.75M | Buy |
67,384
+829
| +1% | +$46.2K | 2.14% | 18 |
|
|
2016
Q3 | $4.32M | Sell |
66,555
-1,194
| -2% | -$77.4K | 2.5% | 15 |
|
|
2016
Q2 | $4.55M | Sell |
67,749
-1,750
| -3% | -$118K | 2.29% | 12 |
|
|
2016
Q1 | $4.21M | Buy |
69,499
+5
| +0% | +$303 | 2.25% | 13 |
|
|
2015
Q4 | $3.48M | Sell |
69,494
-614
| -0.9% | -$30.7K | 1.87% | 16 |
|
|
2015
Q3 | $3.22M | Sell |
70,108
-1,543
| -2% | -$70.8K | 1.64% | 14 |
|
|
2015
Q2 | $3.08M | Sell |
71,651
-448
| -0.6% | -$19.3K | 1.49% | 18 |
|
|
2015
Q1 | $3.61M | Sell |
72,099
-821
| -1% | -$41.1K | 1.66% | 15 |
|
|
2014
Q4 | $3.37M | Sell |
72,920
-819
| -1% | -$37.9K | 1.65% | 15 |
|
|
2014
Q3 | $2.92M | Buy |
73,739
+521
| +0.7% | +$20.6K | 1.52% | 17 |
|
|
2014
Q2 | $3.15M | Buy |
73,218
+1,555
| +2% | +$66.9K | 1.5% | 14 |
|
|
2014
Q1 | $2.84M | Sell |
71,663
-20,916
| -23% | -$828K | 1.47% | 20 |
|
|
2013
Q4 | $3.35M | Buy |
92,579
+3,619
| +4% | +$131K | 2.07% | 11 |
|
|
2013
Q3 | $3.43M | Buy |
+88,960
| New | +$3.43M | 2.2% | 10 |
|