Sutton Wealth Advisors’s Omega Healthcare OHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $187K | Hold |
5,653
| – | – | 0.09% | 115 |
|
|
2023
Q2 | $173K | Hold |
5,653
| – | – | 0.08% | 123 |
|
|
2023
Q1 | $155K | Sell |
5,653
-444
| -7% | -$12.2K | 0.08% | 126 |
|
|
2022
Q4 | $170K | Hold |
6,097
| – | – | 0.06% | 189 |
|
|
2022
Q3 | $180K | Buy |
6,097
+2,732
| +81% | +$80.6K | 0.07% | 179 |
|
|
2022
Q2 | $94.9K | Buy |
3,365
+2,937
| +686% | +$82.8K | 0.04% | 246 |
|
|
2022
Q1 | $13.3K | Hold |
428
| – | – | ﹤0.01% | 853 |
|
|
2021
Q4 | $12.7K | Buy |
428
+26
| +6% | +$769 | ﹤0.01% | 855 |
|
|
2021
Q3 | $12K | Hold |
402
| – | – | ﹤0.01% | 847 |
|
|
2021
Q2 | $14.6K | Hold |
402
| – | – | 0.01% | 792 |
|
|
2021
Q1 | $14.7K | Hold |
402
| – | – | 0.01% | 764 |
|
|
2020
Q4 | $14.6K | Hold |
402
| – | – | 0.01% | 697 |
|
|
2020
Q3 | $12K | Hold |
402
| – | – | 0.01% | 686 |
|
|
2020
Q2 | $12K | Hold |
402
| – | – | 0.01% | 664 |
|
|
2020
Q1 | $10.7K | Hold |
402
| – | – | 0.01% | 639 |
|
|
2019
Q4 | $17K | Hold |
402
| – | – | 0.01% | 666 |
|
|
2019
Q3 | $16.8K | Hold |
402
| – | – | 0.01% | 640 |
|
|
2019
Q2 | $14.8K | Hold |
402
| – | – | 0.01% | 667 |
|
|
2019
Q1 | $15.3K | Hold |
402
| – | – | 0.01% | 664 |
|
|
2018
Q4 | $14.1K | Hold |
402
| – | – | 0.01% | 647 |
|
|
2018
Q3 | $13.2K | Hold |
402
| – | – | 0.01% | 729 |
|
|
2018
Q2 | $12.5K | Hold |
402
| – | – | 0.01% | 776 |
|
|
2018
Q1 | $10.9K | Buy |
+402
| New | +$10.9K | 0.01% | 791 |
|
|
2016
Q4 | – | Sell |
-522
| Closed | -$18.5K | – | 1074 |
|
|
2016
Q3 | $18.5K | Buy |
+522
| New | +$18.5K | 0.02% | 476 |
|