Sugarloaf Wealth Management’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $47.3K | Buy |
885
+62
| +8% | +$3.31K | 0.01% | 299 |
|
|
2024
Q3 | $52.2K | Sell |
823
-1,780
| -68% | -$113K | 0.01% | 302 |
|
|
2024
Q2 | $137K | Buy |
2,603
+26
| +1% | +$1.37K | 0.03% | 202 |
|
|
2024
Q1 | $139K | Sell |
2,577
-1,310
| -34% | -$70.9K | 0.03% | 198 |
|
|
2023
Q4 | $223K | Buy |
3,887
+465
| +14% | +$26.7K | 0.05% | 130 |
|
|
2023
Q3 | $171K | Sell |
3,422
-1,005
| -23% | -$50.2K | 0.04% | 146 |
|
|
2023
Q2 | $265K | Buy |
4,427
+32
| +0.7% | +$1.91K | 0.06% | 103 |
|
|
2023
Q1 | $278K | Buy |
4,395
+30
| +0.7% | +$1.9K | 0.07% | 105 |
|
|
2022
Q4 | $277K | Sell |
4,365
-494
| -10% | -$31.3K | 0.07% | 104 |
|
|
2022
Q3 | $283K | Buy |
4,859
+32
| +0.7% | +$1.86K | 0.07% | 99 |
|
|
2022
Q2 | $329K | Sell |
4,827
-66
| -1% | -$4.5K | 0.08% | 89 |
|
|
2022
Q1 | $339K | Buy |
4,893
+32
| +0.7% | +$2.22K | 0.08% | 89 |
|
|
2021
Q4 | $348K | Sell |
4,861
-484
| -9% | -$34.7K | 0.08% | 91 |
|
|
2021
Q3 | $336K | Sell |
5,345
-152
| -3% | -$9.56K | 0.09% | 91 |
|
|
2021
Q2 | $356K | Buy |
5,497
+35
| +0.6% | +$2.27K | 0.1% | 87 |
|
|
2021
Q1 | $336 | Buy |
5,462
+38
| +0.7% | +$2 | 0.1% | 88 |
|
|
2020
Q4 | $327K | Buy |
5,424
+37
| +0.7% | +$2.23K | 0.11% | 84 |
|
|
2020
Q3 | $317K | Sell |
5,387
-395
| -7% | -$23.2K | 0.12% | 81 |
|
|
2020
Q2 | $333K | Buy |
5,782
+43
| +0.7% | +$2.48K | 0.13% | 82 |
|
|
2020
Q1 | $277K | Buy |
5,739
+32
| +0.6% | +$1.55K | 0.12% | 84 |
|
|
2019
Q4 | $407K | Buy |
+5,707
| New | +$407K | 0.17% | 86 |
|