Aptus 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 | $586K | Buy |
10,180
+1,528
| +18% | +$88K | ﹤0.01% | 631 |
|
|
2025
Q1 | $502K | Sell |
8,652
-2
| -0% | -$116 | 0.01% | 635 |
|
|
2024
Q4 | $462K | Buy |
8,654
+2,135
| +33% | +$114K | ﹤0.01% | 645 |
|
|
2024
Q3 | $413K | Sell |
6,519
-1,467
| -18% | -$93K | 0.01% | 587 |
|
|
2024
Q2 | $422K | Buy |
7,986
+786
| +11% | +$41.5K | 0.01% | 538 |
|
|
2024
Q1 | $390K | Buy |
7,200
+1,168
| +19% | +$63.2K | 0.01% | 561 |
|
|
2023
Q4 | $346K | Sell |
6,032
-3,014
| -33% | -$173K | 0.01% | 439 |
|
|
2023
Q3 | $452K | Buy |
9,046
+829
| +10% | +$41.4K | 0.01% | 398 |
|
|
2023
Q2 | $491K | Sell |
8,217
-2,203
| -21% | -$132K | 0.01% | 316 |
|
|
2023
Q1 | $662K | Buy |
10,420
+6,968
| +202% | +$443K | 0.02% | 292 |
|
|
2022
Q4 | $219K | Buy |
+3,452
| New | +$219K | 0.01% | 460 |
|
|
2022
Q2 | – | Sell |
-3,230
| Closed | -$225K | – | 701 |
|
|
2022
Q1 | $225K | Buy |
3,230
+116
| +4% | +$8.08K | 0.01% | 391 |
|
|
2021
Q4 | $224K | Buy |
+3,114
| New | +$224K | 0.01% | 343 |
|
|
2020
Q1 | – | Sell |
-35,904
| Closed | -$2.56M | – | 459 |
|
|
2019
Q4 | $2.56M | Buy |
+35,904
| New | +$2.56M | 0.18% | 69 |
|