Alta Advisers’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 | $238K | Hold |
4,124
| – | – | 0.08% | 208 |
|
|
2025
Q1 | $239K | Buy |
+4,124
| New | +$239K | 0.1% | 194 |
|
|
2024
Q4 | – | Sell |
-2,100
| Closed | -$133K | – | 329 |
|
|
2024
Q3 | $133K | Buy |
2,100
+500
| +31% | +$31.7K | 0.06% | 226 |
|
|
2024
Q2 | $84.5K | Hold |
1,600
| – | – | 0.04% | 299 |
|
|
2024
Q1 | $86.6K | Hold |
1,600
| – | – | 0.04% | 301 |
|
|
2023
Q4 | $91.9K | Hold |
1,600
| – | – | 0.05% | 276 |
|
|
2023
Q3 | $79.9K | Hold |
1,600
| – | – | 0.05% | 286 |
|
|
2023
Q2 | $95.7K | Hold |
1,600
| – | – | 0.05% | 255 |
|
|
2023
Q1 | $101K | Hold |
1,600
| – | – | 0.06% | 230 |
|
|
2022
Q4 | $101K | Hold |
1,600
| – | – | 0.06% | 224 |
|
|
2022
Q3 | $93K | Buy |
+1,600
| New | +$93K | 0.06% | 215 |
|