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