Mark Sheptoff Financial Planning’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.6K | Hold |
479
| – | – | 0.01% | 238 |
|
|
2025
Q1 | $27.8K | Hold |
479
| – | – | 0.02% | 215 |
|
|
2024
Q4 | $25.6K | Hold |
479
| – | – | 0.01% | 236 |
|
|
2024
Q3 | $30.4K | Hold |
479
| – | – | 0.02% | 212 |
|
|
2024
Q2 | $25.3K | Buy |
479
+149
| +45% | +$7.87K | 0.01% | 239 |
|
|
2024
Q1 | $17.9K | Hold |
330
| – | – | 0.01% | 246 |
|
|
2023
Q4 | $18.9K | Hold |
330
| – | – | 0.01% | 233 |
|
|
2023
Q3 | $16.5K | Hold |
330
| – | – | 0.01% | 223 |
|
|
2023
Q2 | $19.7K | Hold |
330
| – | – | 0.01% | 223 |
|
|
2023
Q1 | $20.9K | Sell |
330
-87
| -21% | -$5.51K | 0.01% | 217 |
|
|
2022
Q4 | $26.5K | Buy |
417
+87
| +26% | +$5.52K | 0.02% | 195 |
|
|
2022
Q3 | $19K | Hold |
330
| – | – | 0.01% | 212 |
|
|
2022
Q2 | $23K | Hold |
330
| – | – | 0.01% | 212 |
|
|
2022
Q1 | $23K | Hold |
330
| – | – | 0.01% | 235 |
|
|
2021
Q4 | $24K | Sell |
330
-11
| -3% | -$800 | 0.01% | 238 |
|
|
2021
Q3 | $21K | Hold |
341
| – | – | 0.01% | 241 |
|
|
2021
Q2 | $22K | Hold |
341
| – | – | 0.01% | 261 |
|
|
2021
Q1 | $21K | Hold |
341
| – | – | 0.01% | 229 |
|
|
2020
Q4 | $21K | Hold |
341
| – | – | 0.01% | 213 |
|
|
2020
Q3 | $20K | Hold |
341
| – | – | 0.01% | 191 |
|
|
2020
Q2 | $20K | Hold |
341
| – | – | 0.01% | 197 |
|
|
2020
Q1 | $16K | Hold |
341
| – | – | 0.01% | 193 |
|
|
2019
Q4 | $24K | Hold |
341
| – | – | 0.02% | 198 |
|
|
2019
Q3 | $25K | Hold |
341
| – | – | 0.02% | 194 |
|
|
2019
Q2 | $23K | Hold |
341
| – | – | 0.02% | 204 |
|
|
2019
Q1 | $24K | Hold |
341
| – | – | 0.02% | 201 |
|
|
2018
Q4 | $21K | Hold |
341
| – | – | 0.02% | 189 |
|
|
2018
Q3 | $19K | Hold |
341
| – | – | 0.01% | 243 |
|
|
2018
Q2 | $18K | Hold |
341
| – | – | 0.01% | 230 |
|
|
2018
Q1 | $17K | Hold |
341
| – | – | 0.01% | 244 |
|
|
2017
Q4 | $19K | Hold |
341
| – | – | 0.01% | 240 |
|
|
2017
Q3 | $19K | Hold |
341
| – | – | 0.01% | 242 |
|
|
2017
Q2 | $18K | Sell |
341
-1
| -0.3% | -$53 | 0.01% | 235 |
|
|
2017
Q1 | $20K | Sell |
342
-1,074
| -76% | -$62.8K | 0.01% | 226 |
|
|
2016
Q4 | $79K | Hold |
1,416
| – | – | 0.06% | 146 |
|
|
2016
Q3 | $92K | Hold |
1,416
| – | – | 0.07% | 133 |
|
|
2016
Q2 | $95K | Hold |
1,416
| – | – | 0.07% | 126 |
|
|
2016
Q1 | $86K | Hold |
1,416
| – | – | 0.07% | 126 |
|
|
2015
Q4 | $71K | Hold |
1,416
| – | – | 0.06% | 147 |
|
|
2015
Q3 | $65K | Hold |
1,416
| – | – | 0.06% | 148 |
|
|
2015
Q2 | $61K | Buy |
1,416
+1,075
| +315% | +$46.3K | 0.05% | 159 |
|
|
2015
Q1 | $17K | Hold |
341
| – | – | 0.01% | 232 |
|
|
2014
Q4 | $16K | Hold |
341
| – | – | 0.01% | 237 |
|
|
2014
Q3 | $13K | Hold |
341
| – | – | 0.01% | 255 |
|
|
2014
Q2 | $15K | Hold |
341
| – | – | 0.01% | 247 |
|
|
2014
Q1 | $13K | Buy |
+341
| New | +$13K | 0.01% | 259 |
|