Ancora 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 | $209K | Buy |
3,619
+317
| +10% | +$18.3K | ﹤0.01% | 698 |
|
|
2025
Q1 | $192K | Sell |
3,302
-364
| -10% | -$21.1K | ﹤0.01% | 708 |
|
|
2024
Q4 | $196K | Buy |
3,666
+82
| +2% | +$4.38K | ﹤0.01% | 705 |
|
|
2024
Q3 | $227K | Sell |
3,584
-750
| -17% | -$47.6K | 0.01% | 654 |
|
|
2024
Q2 | $229K | Hold |
4,334
| – | – | 0.01% | 624 |
|
|
2024
Q1 | $234K | Buy |
4,334
+211
| +5% | +$11.4K | 0.01% | 631 |
|
|
2023
Q4 | $237K | Sell |
4,123
-161
| -4% | -$9.24K | 0.01% | 621 |
|
|
2023
Q3 | $214K | Sell |
4,284
-844
| -16% | -$42.2K | 0.01% | 632 |
|
|
2023
Q2 | $307K | Sell |
5,128
-1,111
| -18% | -$66.4K | 0.01% | 547 |
|
|
2023
Q1 | $395K | Hold |
6,239
| – | – | 0.01% | 507 |
|
|
2022
Q4 | $396K | Hold |
6,239
| – | – | 0.01% | 519 |
|
|
2022
Q3 | $363K | Hold |
6,239
| – | – | 0.01% | 556 |
|
|
2022
Q2 | $425K | Sell |
6,239
-50
| -0.8% | -$3.41K | 0.01% | 541 |
|
|
2022
Q1 | $435K | Hold |
6,289
| – | – | 0.01% | 572 |
|
|
2021
Q4 | $450K | Buy |
6,289
+639
| +11% | +$45.7K | 0.01% | 574 |
|
|
2021
Q3 | $355K | Hold |
5,650
| – | – | 0.01% | 622 |
|
|
2021
Q2 | $365K | Hold |
5,650
| – | – | 0.01% | 608 |
|
|
2021
Q1 | $348K | Sell |
5,650
-422
| -7% | -$26K | 0.01% | 595 |
|
|
2020
Q4 | $366K | Buy |
6,072
+9
| +0.1% | +$542 | 0.01% | 512 |
|
|
2020
Q3 | $357K | Hold |
6,063
| – | – | 0.01% | 481 |
|
|
2020
Q2 | $350K | Sell |
6,063
-52
| -0.9% | -$3K | 0.01% | 481 |
|
|
2020
Q1 | $295K | Sell |
6,115
-232
| -4% | -$11.2K | 0.01% | 545 |
|
|
2019
Q4 | $453K | Hold |
6,347
| – | – | 0.02% | 507 |
|
|
2019
Q3 | $472K | Sell |
6,347
-103
| -2% | -$7.66K | 0.02% | 462 |
|
|
2019
Q2 | $431K | Sell |
6,450
-1,890
| -23% | -$126K | 0.02% | 446 |
|
|
2019
Q1 | $594K | Buy |
8,340
+32
| +0.4% | +$2.28K | 0.03% | 391 |
|
|
2018
Q4 | $507K | Hold |
8,308
| – | – | 0.02% | 409 |
|
|
2018
Q3 | $457K | Hold |
8,308
| – | – | 0.02% | 501 |
|
|
2018
Q2 | $433K | Buy |
8,308
+516
| +7% | +$26.9K | 0.02% | 511 |
|
|
2018
Q1 | $391K | Sell |
7,792
-858
| -10% | -$43.1K | 0.02% | 515 |
|
|
2017
Q4 | $478K | Hold |
8,650
| – | – | 0.03% | 446 |
|
|
2017
Q3 | $479K | Buy |
8,650
+413
| +5% | +$22.9K | 0.03% | 463 |
|
|
2017
Q2 | $441K | Hold |
8,237
| – | – | 0.03% | 444 |
|
|
2017
Q1 | $476K | Hold |
8,237
| – | – | 0.03% | 422 |
|
|
2016
Q4 | $459K | Buy |
8,237
+652
| +9% | +$36.3K | 0.03% | 416 |
|
|
2016
Q3 | $492K | Hold |
7,585
| – | – | 0.05% | 338 |
|
|
2016
Q2 | $510K | Hold |
7,585
| – | – | 0.06% | 313 |
|
|
2016
Q1 | $459K | Hold |
7,585
| – | – | 0.06% | 320 |
|
|
2015
Q4 | $379K | Hold |
7,585
| – | – | 0.05% | 345 |
|
|
2015
Q3 | $348K | Hold |
7,585
| – | – | 0.04% | 356 |
|
|
2015
Q2 | $326K | Buy |
+7,585
| New | +$326K | 0.04% | 385 |
|
|
2015
Q1 | – | Sell |
-7,585
| Closed | -$351K | – | 357 |
|
|
2014
Q4 | $351K | Buy |
+7,585
| New | +$351K | 0.04% | 360 |
|