Alliance Wealth Advisors (Utah)’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 | $2.17M | Buy |
37,742
+827
| +2% | +$47.6K | 0.52% | 61 |
|
|
2025
Q1 | $2.14M | Buy |
36,915
+247
| +0.7% | +$14.3K | 0.56% | 64 |
|
|
2024
Q4 | $1.96M | Buy |
36,668
+767
| +2% | +$41K | 0.51% | 66 |
|
|
2024
Q3 | $2.28M | Buy |
35,901
+1,866
| +5% | +$118K | 0.6% | 58 |
|
|
2024
Q2 | $1.8M | Buy |
34,035
+1,682
| +5% | +$88.8K | 0.53% | 59 |
|
|
2024
Q1 | $1.75M | Buy |
32,353
+2,476
| +8% | +$134K | 0.52% | 58 |
|
|
2023
Q4 | $1.72M | Buy |
29,877
+236
| +0.8% | +$13.6K | 0.58% | 54 |
|
|
2023
Q3 | $1.48M | Buy |
29,641
+1,634
| +6% | +$81.6K | 0.55% | 57 |
|
|
2023
Q2 | $1.67M | Buy |
28,007
+1,086
| +4% | +$64.9K | 0.62% | 54 |
|
|
2023
Q1 | $1.7M | Buy |
26,921
+584
| +2% | +$37K | 0.69% | 48 |
|
|
2022
Q4 | $1.67M | Buy |
+26,337
| New | +$1.67M | 0.75% | 46 |
|