AllSquare Wealth Management’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 | $374K | Hold |
6,497
| – | – | 0.21% | 72 |
|
|
2025
Q1 | $377K | Buy |
6,497
+500
| +8% | +$29K | 0.22% | 67 |
|
|
2024
Q4 | $320K | Hold |
5,997
| – | – | 0.18% | 76 |
|
|
2024
Q3 | $380K | Hold |
5,997
| – | – | 0.22% | 65 |
|
|
2024
Q2 | $317K | Sell |
5,997
-1,000
| -14% | -$52.8K | 0.19% | 76 |
|
|
2024
Q1 | $379K | Sell |
6,997
-400
| -5% | -$21.6K | 0.22% | 64 |
|
|
2023
Q4 | $425K | Buy |
7,397
+100
| +1% | +$5.74K | 0.26% | 53 |
|
|
2023
Q3 | $364K | Hold |
7,297
| – | – | 0.24% | 59 |
|
|
2023
Q2 | $430K | Hold |
7,297
| – | – | 0.28% | 53 |
|
|
2023
Q1 | $462K | Sell |
7,297
-100
| -1% | -$6.33K | 0.3% | 50 |
|
|
2022
Q4 | $469K | Buy |
7,397
+150
| +2% | +$9.52K | 0.32% | 46 |
|
|
2022
Q3 | $422K | Sell |
7,247
-100
| -1% | -$5.82K | 0.31% | 47 |
|
|
2022
Q2 | $502K | Hold |
7,347
| – | – | 0.34% | 42 |
|
|
2022
Q1 | $509K | Hold |
7,347
| – | – | 0.31% | 47 |
|
|
2021
Q4 | $526K | Buy |
+7,347
| New | +$526K | 0.31% | 46 |
|
|
2016
Q4 | – | Sell |
-129
| Closed | -$8K | – | 362 |
|
|
2016
Q3 | $8K | Buy |
+129
| New | +$8K | 0.01% | 227 |
|