Arax Advisory Partners’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 | $77.5K | Buy |
1,091
+144
| +15% | +$10.2K | ﹤0.01% | 1051 |
|
|
2025
Q1 | $55K | Sell |
947
-1,532
| -62% | -$88.9K | ﹤0.01% | 915 |
|
|
2024
Q4 | $132K | Buy |
2,479
+467
| +23% | +$24.9K | 0.01% | 593 |
|
|
2024
Q3 | $128K | Buy |
2,012
+19
| +1% | +$1.21K | 0.01% | 445 |
|
|
2024
Q2 | $105K | Sell |
1,993
-1,338
| -40% | -$70.7K | 0.01% | 462 |
|
|
2024
Q1 | $180K | Buy |
3,331
+147
| +5% | +$7.95K | 0.02% | 304 |
|
|
2023
Q4 | $183K | Sell |
3,184
-1,400
| -31% | -$80.4K | 0.02% | 296 |
|
|
2023
Q3 | $229K | Sell |
4,584
-33
| -0.7% | -$1.65K | 0.03% | 237 |
|
|
2023
Q2 | $276K | Sell |
4,617
-95
| -2% | -$5.68K | 0.04% | 195 |
|
|
2023
Q1 | $298K | Buy |
4,712
+34
| +0.7% | +$2.15K | 0.04% | 184 |
|
|
2022
Q4 | $297K | Sell |
4,678
-1,145
| -20% | -$72.6K | 0.04% | 174 |
|
|
2022
Q3 | $339K | Buy |
5,823
+193
| +3% | +$11.2K | 0.05% | 144 |
|
|
2022
Q2 | $384K | Buy |
5,630
+58
| +1% | +$3.96K | 0.06% | 120 |
|
|
2022
Q1 | $386K | Buy |
5,572
+44
| +0.8% | +$3.05K | 0.05% | 143 |
|
|
2021
Q4 | $396K | Buy |
5,528
+4,233
| +327% | +$303K | 0.05% | 142 |
|
|
2021
Q3 | $81K | Buy |
1,295
+163
| +14% | +$10.2K | 0.01% | 378 |
|
|
2021
Q2 | $73K | Buy |
+1,132
| New | +$73K | 0.01% | 407 |
|
|
2020
Q4 | $67K | Buy |
1,107
+12
| +1% | +$726 | 0.01% | 362 |
|
|
2020
Q3 | $64K | Buy |
1,095
+12
| +1% | +$701 | 0.01% | 340 |
|
|
2020
Q2 | $62K | Buy |
1,083
+220
| +25% | +$12.6K | 0.01% | 327 |
|
|
2020
Q1 | $42K | Buy |
+863
| New | +$42K | 0.01% | 374 |
|