A detailed history of Sterling Financial Planning, Inc. transactions in Realty Income Corp stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 9,480 shares of O stock, worth $497,226. This represents 0.21% of its overall portfolio holdings.

Number of Shares
9,480
Previous 7,880 20.3%
Holding current value
$497,226
Previous $452,000 13.27%
% of portfolio
0.21%
Previous 0.2%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024

BUY
$51.39 - $59.48 $82,224 - $95,168
1,600 Added 20.3%
9,480 $512,000
Q4 2023

Jan 31, 2024

BUY
$46.22 - $58.58 $92 - $117
2 Added 0.03%
7,880 $452,000
Q3 2023

Nov 03, 2023

SELL
$49.62 - $63.75 $11,214 - $14,407
-226 Reduced 2.79%
7,878 $393,000
Q2 2023

Jul 28, 2023

BUY
$58.44 - $62.95 $175 - $188
3 Added 0.04%
8,104 $484,000
Q1 2023

May 03, 2023

SELL
$59.27 - $68.3 $49,016 - $56,484
-827 Reduced 9.26%
8,101 $512,000
Q4 2022

Feb 06, 2023

BUY
$55.54 - $65.37 $166 - $196
3 Added 0.03%
8,928 $566,000
Q3 2022

Nov 01, 2022

SELL
$57.95 - $74.75 $26,019 - $33,562
-449 Reduced 4.79%
8,925 $519,000
Q2 2022

Jul 27, 2022

SELL
$62.79 - $74.93 $9,606 - $11,464
-153 Reduced 1.61%
9,374 $640,000
Q1 2022

May 10, 2022

BUY
$64.67 - $72.25 $194 - $216
3 Added 0.03%
9,527 $660,000
Q4 2021

Feb 02, 2022

BUY
$63.81 - $71.97 $57,301 - $64,629
898 Added 10.41%
9,524 $682,000
Q3 2021

Oct 28, 2021

SELL
$62.85 - $70.43 $38,212 - $42,821
-608 Reduced 6.58%
8,626 $559,000
Q2 2021

Aug 02, 2021

SELL
$62.7 - $68.88 $4,200 - $4,614
-67 Reduced 0.72%
9,234 $616,000
Q1 2021

Apr 28, 2021

BUY
$55.99 - $62.23 $167 - $186
3 Added 0.03%
9,301 $591,000
Q4 2020

Feb 10, 2021

BUY
$56.02 - $62.66 $520,873 - $582,612
9,298 New
9,298 $578,000

Others Institutions Holding O

About REALTY INCOME CORP


  • Ticker O
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Retail
  • Shares Outstandng 617,577,024
  • Market Cap $32.4B
  • Description
  • Realty Income, The Monthly Dividend Company, is an S&P 500 company dedicated to providing stockholders with dependable monthly income. The company is structured as a REIT, and its monthly dividends are supported by the cash flow from over 6,500 real estate properties owned under long-term lease agreements with our commercial clients. To date...
More about O
Track This Portfolio

Track Sterling Financial Planning, Inc. Portfolio

Follow Sterling Financial Planning, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sterling Financial Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sterling Financial Planning, Inc. with notifications on news.