What the sample list paid per calendar year, share counts held fixed
Answered against 22 years of US equities and 12 years of US options data and published with the query that produced it. This result is stored as of 2026-10-08, from Build a Dividend Income Tracker With SQL.
| year | portfolio_income | payment_count |
|---|---|---|
| 2021 | 1545.66 | 32 |
| 2022 | 1621.73 | 32 |
| 2023 | 1690.77 | 32 |
| 2024 | 1731.79 | 31 |
| 2025 | 1854.16 | 32 |
- Rows × columns
- 5 × 3
- Computed
- Completeness
- No missing values
- Source
- US exchange, SIP and OPRA market data
- Licence
- Strasmore terms · free, no signup
What each column holds
| Column | Type | Range | Notes |
|---|---|---|---|
year |
number | 2,021 to 2,025 | |
portfolio_income |
number | 1,545.66 to 1,854.16 | |
payment_count |
number | 31 to 32 | count |
Computed from Strasmore's warehouse of US exchange, SIP and OPRA market data. Equity prices are delayed; options greeks and implied volatility are end-of-day. This result is stored, not recomputed on load — it is exactly the numbers that were returned on , and the query below is what returned them.
Run it yourself
This is the exact query behind the result above. Change a ticker, a date or a column and run it against the warehouse — no account, no key. The no-signup tier is smaller than the one this page was computed on; a query that reaches past it comes back saying which plan runs it.
WITH holdings AS
(
SELECT
tupleElement(h, 1) AS ticker,
tupleElement(h, 2) AS shares
FROM
(
SELECT arrayJoin([
('KO', 200.0),
('PG', 60.0),
('JNJ', 50.0),
('MSFT', 40.0),
('XOM', 80.0),
('O', 150.0)
]) AS h
)
)
SELECT
toYear(p.pay_date) AS year,
round(sum(toFloat64(p.cash_amount) * h.shares), 2) AS portfolio_income,
count() AS payment_count
FROM
(
SELECT
ticker,
pay_date,
max(cash_amount) AS cash_amount
FROM global_markets.stocks_dividends
WHERE ticker IN ('KO', 'PG', 'JNJ', 'MSFT', 'XOM', 'O')
AND frequency IN (1, 2, 4, 12)
AND pay_date >= toDate('2021-01-01')
AND pay_date < toDate('2026-01-01')
GROUP BY ticker, pay_date
) AS p
INNER JOIN holdings AS h ON h.ticker = p.ticker
GROUP BY year
ORDER BY year
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