Apollon Wealth 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 | $1.12M | Sell |
19,361
-8,692
| -31% | -$501K | 0.02% | 519 |
|
|
2025
Q1 | $1.63M | Buy |
28,053
+2,915
| +12% | +$169K | 0.04% | 374 |
|
|
2024
Q4 | $1.34M | Sell |
25,138
-314
| -1% | -$16.8K | 0.03% | 422 |
|
|
2024
Q3 | $1.61M | Sell |
25,452
-648
| -2% | -$41.1K | 0.05% | 352 |
|
|
2024
Q2 | $1.38M | Sell |
26,100
-4,255
| -14% | -$225K | 0.04% | 373 |
|
|
2024
Q1 | $1.64M | Buy |
30,355
+1,530
| +5% | +$82.8K | 0.05% | 335 |
|
|
2023
Q4 | $1.66M | Buy |
28,825
+12,258
| +74% | +$704K | 0.06% | 310 |
|
|
2023
Q3 | $827K | Buy |
16,567
+4,309
| +35% | +$215K | 0.04% | 412 |
|
|
2023
Q2 | $733K | Buy |
12,258
+3,396
| +38% | +$203K | 0.04% | 491 |
|
|
2023
Q1 | $561K | Sell |
8,862
-1,247
| -12% | -$79K | 0.03% | 501 |
|
|
2022
Q4 | $641K | Buy |
10,109
+1,437
| +17% | +$91.1K | 0.05% | 428 |
|
|
2022
Q3 | $505K | Buy |
8,672
+3,105
| +56% | +$181K | 0.04% | 439 |
|
|
2022
Q2 | $380K | Sell |
5,567
-133
| -2% | -$9.08K | 0.03% | 503 |
|
|
2022
Q1 | $395K | Buy |
5,700
+1,980
| +53% | +$137K | 0.03% | 524 |
|
|
2021
Q4 | $266K | Buy |
+3,720
| New | +$266K | 0.02% | 614 |
|
|
2020
Q3 | – | Sell |
-8
| Closed | – | – | 519 |
|
|
2020
Q2 | $0 | Buy |
+8
| New | – | ﹤0.01% | 752 |
|