Annis Gardner Whiting Capital 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 | $177K | Buy |
3,077
+526
| +21% | +$30.3K | 0.06% | 223 |
|
|
2025
Q1 | $148K | Buy |
2,551
+1,140
| +81% | +$66.1K | 0.06% | 216 |
|
|
2024
Q4 | $75.4K | Sell |
1,411
-7
| -0.5% | -$374 | 0.02% | 302 |
|
|
2024
Q3 | $89.9K | Sell |
1,418
-637
| -31% | -$40.4K | 0.03% | 301 |
|
|
2024
Q2 | $109K | Buy |
2,055
+167
| +9% | +$8.82K | 0.03% | 292 |
|
|
2024
Q1 | $102K | Buy |
1,888
+427
| +29% | +$23.1K | 0.04% | 277 |
|
|
2023
Q4 | $84K | Buy |
1,461
+1,110
| +316% | +$63.9K | 0.04% | 242 |
|
|
2023
Q3 | $17.6K | Buy |
+351
| New | +$17.6K | 0.01% | 407 |
|