Abundance Wealth Counselors’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 | $1.27M | Buy |
22,044
+5,389
| +32% | +$310K | 0.24% | 73 |
|
|
2025
Q1 | $966K | Buy |
16,655
+1,795
| +12% | +$104K | 0.2% | 89 |
|
|
2024
Q4 | $794K | Buy |
14,860
+1,043
| +8% | +$55.7K | 0.17% | 91 |
|
|
2024
Q3 | $876K | Buy |
+13,817
| New | +$876K | 0.18% | 94 |
|
|
2024
Q2 | – | Sell |
-8,533
| Closed | -$462K | – | 125 |
|
|
2024
Q1 | $462K | Buy |
8,533
+2,512
| +42% | +$136K | 0.11% | 107 |
|
|
2023
Q4 | $346K | Buy |
6,021
+719
| +14% | +$41.3K | 0.09% | 114 |
|
|
2023
Q3 | $265K | Buy |
+5,302
| New | +$265K | 0.08% | 113 |
|
|
2023
Q2 | – | Sell |
-4,621
| Closed | -$293K | – | 121 |
|
|
2023
Q1 | $293K | Buy |
+4,621
| New | +$293K | 0.07% | 123 |
|