Anchor Investment 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 | $96.5K | Buy |
1,676
+3
| +0.2% | +$173 | 0.01% | 480 |
|
2025
Q1 | $97K | Sell |
1,673
-65
| -4% | -$3.77K | 0.01% | 464 |
|
2024
Q4 | $92.8K | Buy |
1,738
+19
| +1% | +$1.02K | 0.01% | 475 |
|
2024
Q3 | $109K | Buy |
1,719
+11
| +0.6% | +$698 | 0.01% | 452 |
|
2024
Q2 | $90.2K | Buy |
1,708
+51
| +3% | +$2.7K | 0.01% | 442 |
|
2024
Q1 | $89.6K | Buy |
1,657
+155
| +10% | +$8.38K | 0.01% | 458 |
|
2023
Q4 | $86.2K | Buy |
1,502
+357
| +31% | +$20.5K | 0.01% | 456 |
|
2023
Q3 | $57.2K | Buy |
1,145
+4
| +0.4% | +$200 | 0.01% | 492 |
|
2023
Q2 | $68.2K | Buy |
1,141
+126
| +12% | +$7.53K | 0.01% | 464 |
|
2023
Q1 | $64.3K | Buy |
1,015
+88
| +9% | +$5.57K | 0.01% | 492 |
|
2022
Q4 | $58.8K | Sell |
927
-14
| -1% | -$888 | 0.01% | 495 |
|
2022
Q3 | $54.7K | Buy |
941
+59
| +7% | +$3.43K | 0.01% | 490 |
|
2022
Q2 | $60.2K | Buy |
882
+77
| +10% | +$5.25K | 0.01% | 510 |
|
2022
Q1 | $55.8K | Buy |
805
+178
| +28% | +$12.3K | 0.01% | 535 |
|
2021
Q4 | $44.9K | Buy |
+627
| New | +$44.9K | 0.01% | 583 |
|
2021
Q3 | – | Sell |
-79
| Closed | -$5.14K | – | 966 |
|
2021
Q2 | $5.14K | Hold |
79
| – | – | ﹤0.01% | 805 |
|
2021
Q1 | $4.89K | Hold |
79
| – | – | ﹤0.01% | 784 |
|
2020
Q4 | $4.79K | Hold |
79
| – | – | ﹤0.01% | 756 |
|
2020
Q3 | $4.68K | Buy |
+79
| New | +$4.68K | ﹤0.01% | 739 |
|
2019
Q4 | – | Sell |
-310
| Closed | -$23K | – | 841 |
|
2019
Q3 | $23K | Buy |
+310
| New | +$23K | 0.01% | 550 |
|
2019
Q1 | – | Sell |
-155
| Closed | -$9.46K | – | 809 |
|
2018
Q4 | $9.46K | Hold |
155
| – | – | ﹤0.01% | 621 |
|
2018
Q3 | $8.53K | Hold |
155
| – | – | ﹤0.01% | 673 |
|
2018
Q2 | $8.07K | Hold |
155
| – | – | ﹤0.01% | 692 |
|
2018
Q1 | $7.76K | Hold |
155
| – | – | ﹤0.01% | 669 |
|
2017
Q4 | $8.55K | Hold |
155
| – | – | ﹤0.01% | 657 |
|
2017
Q3 | $8.58K | Hold |
155
| – | – | ﹤0.01% | 641 |
|
2017
Q2 | $8.28K | Hold |
155
| – | – | ﹤0.01% | 583 |
|
2017
Q1 | $8.93K | Hold |
155
| – | – | ﹤0.01% | 575 |
|
2016
Q4 | $8.62K | Hold |
155
| – | – | ﹤0.01% | 560 |
|
2016
Q3 | $10K | Hold |
155
| – | – | ﹤0.01% | 528 |
|
2016
Q2 | $10.4K | Hold |
155
| – | – | ﹤0.01% | 515 |
|
2016
Q1 | $9.38K | Buy |
+155
| New | +$9.38K | ﹤0.01% | 499 |
|