Atticus Wealth Management’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 | $339K | Buy |
5,878
+5,361
| +1,037% | +$309K | 0.09% | 117 |
|
|
2025
Q1 | $30K | Sell |
517
-3,586
| -87% | -$208K | 0.01% | 282 |
|
|
2024
Q4 | $219K | Sell |
4,103
-440
| -10% | -$23.5K | 0.07% | 111 |
|
|
2024
Q3 | $288K | Buy |
4,543
+18
| +0.4% | +$1.14K | 0.09% | 100 |
|
|
2024
Q2 | $239K | Buy |
4,525
+508
| +13% | +$26.8K | 0.08% | 106 |
|
|
2024
Q1 | $217K | Sell |
4,017
-196
| -5% | -$10.6K | 0.07% | 118 |
|
|
2023
Q4 | $242K | Sell |
4,213
-42,154
| -91% | -$2.42M | 0.09% | 112 |
|
|
2023
Q3 | $2.32M | Buy |
46,367
+879
| +2% | +$43.9K | 0.89% | 21 |
|
|
2023
Q2 | $2.72M | Sell |
45,488
-405
| -0.9% | -$24.2K | 1% | 19 |
|
|
2023
Q1 | $2.91M | Sell |
45,893
-4,078
| -8% | -$258K | 1.11% | 18 |
|
|
2022
Q4 | $3.17M | Buy |
49,971
+2,666
| +6% | +$169K | 1.3% | 16 |
|
|
2022
Q3 | $3.23M | Hold |
47,305
| – | – | 1.56% | 13 |
|
|
2022
Q2 | $3.23M | Buy |
47,305
+5,967
| +14% | +$407K | 1.34% | 16 |
|
|
2022
Q1 | $2.87M | Buy |
41,338
+4,305
| +12% | +$298K | 1.05% | 20 |
|
|
2021
Q4 | $2.65M | Buy |
37,033
+1,339
| +4% | +$95.9K | 1.03% | 23 |
|
|
2021
Q3 | $2.24M | Buy |
35,694
+2,900
| +9% | +$182K | 0.98% | 22 |
|
|
2021
Q2 | $2.12M | Sell |
32,794
-157
| -0.5% | -$10.2K | 0.92% | 28 |
|
|
2021
Q1 | $2.03M | Sell |
32,951
-12,617
| -28% | -$776K | 0.97% | 26 |
|
|
2020
Q4 | $2.75M | Sell |
45,568
-1,040
| -2% | -$62.6K | 1.38% | 21 |
|
|
2020
Q3 | $2.74M | Buy |
46,608
+1,552
| +3% | +$91.3K | 1.64% | 14 |
|
|
2020
Q2 | $2.6M | Buy |
45,056
+5,247
| +13% | +$303K | 1.72% | 15 |
|
|
2020
Q1 | $1.92M | Sell |
39,809
-3,379
| -8% | -$163K | 1.55% | 18 |
|
|
2019
Q4 | $3.08M | Buy |
+43,188
| New | +$3.08M | 1.96% | 17 |
|