TF
Tompkins Financial’s Realty Income O Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-1,871
| Closed | -$119K | – | 572 |
|
2024
Q3 | $119K | Buy |
1,871
+121
| +7% | +$7.67K | 0.01% | 250 |
|
2024
Q2 | $92.4K | Hold |
1,750
| – | – | 0.01% | 284 |
|
2024
Q1 | $94.7K | Buy |
+1,750
| New | +$94.7K | 0.01% | 283 |
|
2023
Q4 | – | Sell |
-1,825
| Closed | -$91.1K | – | 668 |
|
2023
Q3 | $91.1K | Sell |
1,825
-175
| -9% | -$8.74K | 0.01% | 261 |
|
2023
Q2 | $120K | Hold |
2,000
| – | – | 0.02% | 233 |
|
2023
Q1 | $127K | Buy |
+2,000
| New | +$127K | 0.02% | 231 |
|
2022
Q4 | – | Sell |
-2,296
| Closed | -$133K | – | 623 |
|
2022
Q3 | $133K | Buy |
2,296
+127
| +6% | +$7.36K | 0.02% | 221 |
|
2022
Q2 | $148K | Hold |
2,169
| – | – | 0.02% | 209 |
|
2022
Q1 | $150K | Buy |
+2,169
| New | +$150K | 0.02% | 225 |
|