Arkadios Wealth 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 | $2.27M | Sell |
39,330
-1,974
| -5% | -$114K | 0.07% | 310 |
|
|
2025
Q1 | $2.4M | Buy |
41,304
+18,161
| +78% | +$1.05M | 0.09% | 246 |
|
|
2024
Q4 | $1.24M | Buy |
23,143
+2,682
| +13% | +$143K | 0.07% | 288 |
|
|
2024
Q3 | $1.3M | Buy |
20,461
+3,557
| +21% | +$226K | 0.07% | 263 |
|
|
2024
Q2 | $893K | Buy |
16,904
+4,287
| +34% | +$226K | 0.06% | 306 |
|
|
2024
Q1 | $683K | Buy |
12,617
+285
| +2% | +$15.4K | 0.05% | 316 |
|
|
2023
Q4 | $708K | Buy |
12,332
+6,360
| +106% | +$365K | 0.06% | 288 |
|
|
2023
Q3 | $298K | Buy |
5,972
+1,965
| +49% | +$98.1K | 0.03% | 486 |
|
|
2023
Q2 | $240K | Sell |
4,007
-1,140
| -22% | -$68.2K | 0.03% | 509 |
|
|
2023
Q1 | $326K | Buy |
5,147
+260
| +5% | +$16.5K | 0.04% | 409 |
|
|
2022
Q4 | $310K | Sell |
4,887
-1,351
| -22% | -$85.7K | 0.04% | 392 |
|
|
2022
Q3 | $363K | Sell |
6,238
-884
| -12% | -$51.4K | 0.06% | 338 |
|
|
2022
Q2 | $486K | Buy |
7,122
+760
| +12% | +$51.9K | 0.07% | 285 |
|
|
2022
Q1 | $441K | Sell |
6,362
-2,619
| -29% | -$182K | 0.06% | 339 |
|
|
2021
Q4 | $643K | Buy |
8,981
+2,446
| +37% | +$175K | 0.09% | 271 |
|
|
2021
Q3 | $410K | Sell |
6,535
-1,045
| -14% | -$65.6K | 0.06% | 336 |
|
|
2021
Q2 | $490K | Buy |
7,580
+4,205
| +125% | +$272K | 0.06% | 338 |
|
|
2021
Q1 | $207K | Buy |
3,375
+949
| +39% | +$58.2K | 0.03% | 408 |
|
|
2020
Q4 | $146K | Sell |
2,426
-3,018
| -55% | -$182K | 0.03% | 371 |
|
|
2020
Q3 | $319K | Buy |
5,444
+1,071
| +24% | +$62.8K | 0.16% | 137 |
|
|
2020
Q2 | $244K | Buy |
4,373
+528
| +14% | +$29.4K | 0.14% | 142 |
|
|
2020
Q1 | $186K | Sell |
3,845
-891
| -19% | -$43K | 0.12% | 153 |
|
|
2019
Q4 | $362K | Buy |
+4,736
| New | +$362K | 0.22% | 104 |
|