Altman 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 | $1.8M | Buy |
31,075
+790
| +3% | +$45.7K | 0.73% | 67 |
|
|
2025
Q1 | $1.75M | Buy |
30,285
+13,969
| +86% | +$808K | 0.81% | 60 |
|
|
2024
Q4 | $871K | Sell |
16,316
-12,521
| -43% | -$669K | 0.37% | 87 |
|
|
2024
Q3 | $1.83M | Buy |
28,837
+342
| +1% | +$21.7K | 0.81% | 54 |
|
|
2024
Q2 | $1.51M | Buy |
28,495
+264
| +0.9% | +$13.9K | 0.86% | 54 |
|
|
2024
Q1 | $1.51M | Buy |
28,231
+14,147
| +100% | +$756K | 0.73% | 64 |
|
|
2023
Q4 | $809K | Sell |
14,084
-11,948
| -46% | -$686K | 0.42% | 80 |
|
|
2023
Q3 | $1.3M | Buy |
+26,032
| New | +$1.3M | 0.81% | 63 |
|
|
2023
Q1 | $1.06M | Buy |
21,374
+1,120
| +6% | +$55.8K | 0.97% | 49 |
|
|
2022
Q4 | $1.34M | Sell |
20,254
-1,602
| -7% | -$106K | 0.82% | 49 |
|
|
2022
Q3 | $1.27M | Sell |
21,856
-61
| -0.3% | -$3.55K | 0.8% | 39 |
|
|
2022
Q2 | $1.6M | Buy |
21,917
+17,524
| +399% | +$1.28M | 0.91% | 28 |
|
|
2022
Q1 | $304K | Hold |
4,393
| – | – | 0.16% | 79 |
|
|
2021
Q4 | $298K | Sell |
4,393
-141
| -3% | -$9.57K | 0.18% | 71 |
|
|
2021
Q3 | $314K | Hold |
4,534
| – | – | 0.17% | 72 |
|
|
2021
Q2 | $310K | Hold |
4,534
| – | – | 0.18% | 73 |
|
|
2021
Q1 | $279K | Sell |
4,534
-76
| -2% | -$4.68K | 0.18% | 78 |
|
|
2020
Q4 | $278K | Sell |
4,610
-1,032
| -18% | -$62.2K | 0.17% | 77 |
|
|
2020
Q3 | $332K | Sell |
5,642
-22
| -0.4% | -$1.3K | 0.24% | 75 |
|
|
2020
Q2 | $327K | Sell |
5,664
-150
| -3% | -$8.66K | 0.28% | 64 |
|
|
2020
Q1 | $281K | Sell |
5,814
-34,077
| -85% | -$1.65M | 0.26% | 74 |
|
|
2019
Q4 | $2.85M | Buy |
39,891
+184
| +0.5% | +$13.1K | 2.27% | 13 |
|
|
2019
Q3 | $2.95M | Buy |
39,707
+1,062
| +3% | +$78.9K | 2.5% | 6 |
|
|
2019
Q2 | $2.58M | Buy |
38,645
+10,355
| +37% | +$692K | 2.17% | 10 |
|
|
2019
Q1 | $2.02M | Buy |
28,290
+22,428
| +383% | +$1.6M | 1.86% | 25 |
|
|
2018
Q4 | $358K | Hold |
5,862
| – | – | 0.39% | 57 |
|
|
2018
Q3 | $323K | Buy |
+5,862
| New | +$323K | 0.29% | 56 |
|
|
2018
Q2 | – | Sell |
-5,862
| Closed | -$294K | – | 91 |
|
|
2018
Q1 | $294K | Sell |
5,862
-82
| -1% | -$4.11K | 0.28% | 57 |
|
|
2017
Q4 | $328K | Buy |
+5,944
| New | +$328K | 0.29% | 65 |
|