Atria Wealth Solutions’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 | $1.88M | Sell |
32,550
-100,095
| -75% | -$5.77M | 0.04% | 437 |
|
|
2025
Q1 | $7.69M | Sell |
132,645
-53,898
| -29% | -$3.13M | 0.09% | 227 |
|
|
2024
Q4 | $9.96M | Buy |
186,543
+17,164
| +10% | +$917K | 0.11% | 192 |
|
|
2024
Q3 | $10.7M | Buy |
169,379
+440
| +0.3% | +$27.9K | 0.12% | 188 |
|
|
2024
Q2 | $8.92M | Buy |
168,939
+3,822
| +2% | +$202K | 0.1% | 212 |
|
|
2024
Q1 | $8.97M | Buy |
165,117
+17,931
| +12% | +$974K | 0.1% | 208 |
|
|
2023
Q4 | $8.46M | Buy |
147,186
+9,510
| +7% | +$546K | 0.11% | 192 |
|
|
2023
Q3 | $6.88M | Buy |
137,676
+7,281
| +6% | +$364K | 0.1% | 217 |
|
|
2023
Q2 | $7.8M | Buy |
130,395
+728
| +0.6% | +$43.5K | 0.11% | 188 |
|
|
2023
Q1 | $8.24M | Sell |
129,667
-3,429
| -3% | -$218K | 0.12% | 169 |
|
|
2022
Q4 | $8.45M | Buy |
133,096
+1,914
| +1% | +$121K | 0.14% | 165 |
|
|
2022
Q3 | $7.64M | Buy |
131,182
+121,698
| +1,283% | +$7.08M | 0.13% | 162 |
|
|
2022
Q2 | $647K | Sell |
9,484
-65,533
| -87% | -$4.47M | 0.01% | 836 |
|
|
2022
Q1 | $5.22M | Buy |
+75,017
| New | +$5.22M | 0.09% | 242 |
|