180 Wealth Advisors’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $315K | Sell |
5,476
-150
| -3% | -$8.64K | 0.04% | 325 |
|
|
2025
Q1 | $326K | Sell |
5,626
-219
| -4% | -$12.7K | 0.05% | 306 |
|
|
2024
Q4 | $312K | Sell |
5,845
-75
| -1% | -$4.01K | 0.05% | 315 |
|
|
2024
Q3 | $375K | Sell |
5,920
-424
| -7% | -$26.9K | 0.06% | 287 |
|
|
2024
Q2 | $349K | Buy |
6,344
+99
| +2% | +$5.45K | 0.06% | 294 |
|
|
2024
Q1 | $338K | Sell |
6,245
-328
| -5% | -$17.7K | 0.06% | 270 |
|
|
2023
Q4 | $385K | Sell |
6,573
-132
| -2% | -$7.73K | 0.08% | 237 |
|
|
2023
Q3 | $335K | Buy |
6,705
+252
| +4% | +$12.6K | 0.08% | 247 |
|
|
2023
Q2 | $388K | Buy |
6,453
+92
| +1% | +$5.54K | 0.09% | 214 |
|
|
2023
Q1 | $403K | Buy |
6,361
+94
| +1% | +$5.95K | 0.09% | 212 |
|
|
2022
Q4 | $426K | Buy |
6,267
+441
| +8% | +$30K | 0.1% | 208 |
|
|
2022
Q3 | $339K | Sell |
5,826
-14
| -0.2% | -$815 | 0.09% | 218 |
|
|
2022
Q2 | $410K | Buy |
5,840
+868
| +17% | +$60.9K | 0.1% | 184 |
|
|
2022
Q1 | $369K | Sell |
4,972
-3,205
| -39% | -$238K | 0.08% | 234 |
|
|
2021
Q4 | $555K | Buy |
8,177
+3,157
| +63% | +$214K | 0.12% | 160 |
|
|
2021
Q3 | $339K | Buy |
5,020
+40
| +0.8% | +$2.7K | 0.07% | 264 |
|
|
2021
Q2 | $338K | Sell |
4,980
-11
| -0.2% | -$747 | 0.08% | 248 |
|
|
2021
Q1 | $322K | Buy |
4,991
+540
| +12% | +$34.8K | 0.08% | 236 |
|
|
2020
Q4 | $251K | Buy |
4,451
+29
| +0.7% | +$1.64K | 0.07% | 255 |
|
|
2020
Q3 | $253K | Sell |
4,422
-28
| -0.6% | -$1.6K | 0.09% | 206 |
|
|
2020
Q2 | $253K | Buy |
+4,450
| New | +$253K | 0.1% | 200 |
|