Angeles Investment 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
Q1 | – | Sell |
-6,457
| Closed | -$345K | – | 148 |
|
|
2024
Q4 | $345K | Buy |
6,457
+23
| +0.4% | +$1.23K | 0.02% | 124 |
|
|
2024
Q3 | $408K | Hold |
6,434
| – | – | 0.02% | 128 |
|
|
2024
Q2 | $340K | Sell |
6,434
-5,924
| -48% | -$313K | 0.02% | 152 |
|
|
2024
Q1 | $670K | Buy |
12,358
+1,082
| +10% | +$58.7K | 0.04% | 75 |
|
|
2023
Q4 | $649K | Buy |
11,276
+119
| +1% | +$6.85K | 0.04% | 69 |
|
|
2023
Q3 | $559K | Buy |
11,157
+1,562
| +16% | +$78.2K | 0.04% | 66 |
|
|
2023
Q2 | $575K | Buy |
9,595
+245
| +3% | +$14.7K | 0.05% | 54 |
|
|
2023
Q1 | $593K | Buy |
9,350
+4,783
| +105% | +$303K | 0.05% | 47 |
|
|
2022
Q4 | $291K | Buy |
+4,567
| New | +$291K | 0.02% | 86 |
|
|
2022
Q3 | – | Sell |
-4,010
| Closed | -$275K | – | 96 |
|
|
2022
Q2 | $275K | Hold |
4,010
| – | – | 0.03% | 80 |
|
|
2022
Q1 | $279K | Hold |
4,010
| – | – | 0.02% | 94 |
|
|
2021
Q4 | $288K | Sell |
4,010
-128
| -3% | -$9.19K | 0.01% | 175 |
|
|
2021
Q3 | $261K | Buy |
+4,138
| New | +$261K | 0.02% | 185 |
|