Atria Investments’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 | $3.73M | Buy |
64,776
+7,877
| +14% | +$454K | 0.04% | 489 |
|
|
2025
Q1 | $3.3M | Sell |
56,899
-10,126
| -15% | -$587K | 0.04% | 507 |
|
|
2024
Q4 | $3.58M | Sell |
67,025
-6,809
| -9% | -$364K | 0.04% | 458 |
|
|
2024
Q3 | $4.68M | Buy |
73,834
+450
| +0.6% | +$28.5K | 0.06% | 374 |
|
|
2024
Q2 | $3.88M | Buy |
73,384
+7,831
| +12% | +$414K | 0.05% | 416 |
|
|
2024
Q1 | $3.55M | Buy |
65,553
+7,490
| +13% | +$405K | 0.05% | 438 |
|
|
2023
Q4 | $3.33M | Sell |
58,063
-10,017
| -15% | -$575K | 0.05% | 408 |
|
|
2023
Q3 | $3.4M | Buy |
68,080
+7,462
| +12% | +$373K | 0.06% | 388 |
|
|
2023
Q2 | $3.62M | Buy |
60,618
+223
| +0.4% | +$13.3K | 0.07% | 356 |
|
|
2023
Q1 | $3.82M | Buy |
60,395
+10,619
| +21% | +$672K | 0.07% | 327 |
|
|
2022
Q4 | $3.16M | Sell |
49,776
-4,015
| -7% | -$255K | 0.06% | 367 |
|
|
2022
Q3 | $3.13M | Sell |
53,791
-5,473
| -9% | -$319K | 0.07% | 342 |
|
|
2022
Q2 | $4.05M | Buy |
59,264
+11,624
| +24% | +$793K | 0.08% | 289 |
|
|
2022
Q1 | $3.3M | Buy |
47,640
+12,986
| +37% | +$900K | 0.06% | 399 |
|
|
2021
Q4 | $2.48M | Buy |
34,654
+521
| +2% | +$37.3K | 0.04% | 475 |
|
|
2021
Q3 | $2.15M | Buy |
34,133
+9,153
| +37% | +$575K | 0.04% | 500 |
|
|
2021
Q2 | $1.62M | Buy |
+24,980
| New | +$1.62M | 0.03% | 589 |
|
|
2021
Q1 | – | Sell |
-28,068
| Closed | -$1.69M | – | 737 |
|
|
2020
Q4 | $1.69M | Buy |
+28,068
| New | +$1.69M | 0.04% | 474 |
|
|
2020
Q1 | – | Sell |
-13,901
| Closed | -$992K | – | 981 |
|
|
2019
Q4 | $992K | Buy |
+13,901
| New | +$992K | 0.03% | 528 |
|
|
2016
Q2 | – | Sell |
-16,054
| Closed | -$972K | – | 493 |
|
|
2016
Q1 | $972K | Sell |
16,054
-2,101
| -12% | -$127K | 0.11% | 149 |
|
|
2015
Q4 | $900K | Buy |
+18,155
| New | +$900K | 0.1% | 155 |
|