Avantax Advisory Services’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 | $6.4M | Sell |
111,076
-1,010
| -0.9% | -$58.2K | 0.04% | 372 |
|
|
2025
Q1 | $6.5M | Buy |
112,086
+17,695
| +19% | +$1.03M | 0.04% | 338 |
|
|
2024
Q4 | $5.04M | Buy |
94,391
+3,316
| +4% | +$177K | 0.03% | 398 |
|
|
2024
Q3 | $5.78M | Buy |
91,075
+15,512
| +21% | +$984K | 0.04% | 352 |
|
|
2024
Q2 | $3.99M | Buy |
75,563
+31,143
| +70% | +$1.64M | 0.03% | 437 |
|
|
2024
Q1 | $2.4M | Sell |
44,420
-1,525
| -3% | -$82.5K | 0.02% | 491 |
|
|
2023
Q4 | $2.64M | Sell |
45,945
-7,011
| -13% | -$403K | 0.03% | 431 |
|
|
2023
Q3 | $2.64M | Buy |
52,956
+509
| +1% | +$25.4K | 0.03% | 386 |
|
|
2023
Q2 | $3.14M | Buy |
52,447
+2,928
| +6% | +$175K | 0.04% | 343 |
|
|
2023
Q1 | $3.14M | Buy |
49,519
+3,298
| +7% | +$209K | 0.04% | 339 |
|
|
2022
Q4 | $2.93M | Buy |
46,221
+2,256
| +5% | +$143K | 0.04% | 338 |
|
|
2022
Q3 | $2.56M | Buy |
43,965
+2,335
| +6% | +$136K | 0.04% | 333 |
|
|
2022
Q2 | $2.84M | Buy |
41,630
+4,056
| +11% | +$277K | 0.04% | 307 |
|
|
2022
Q1 | $2.6M | Buy |
37,574
+3,072
| +9% | +$213K | 0.04% | 318 |
|
|
2021
Q4 | $2.47M | Buy |
34,502
+5,921
| +21% | +$424K | 0.04% | 328 |
|
|
2021
Q3 | $1.8M | Buy |
28,581
+1,358
| +5% | +$85.4K | 0.03% | 361 |
|
|
2021
Q2 | $1.76M | Buy |
27,223
+1,312
| +5% | +$84.7K | 0.03% | 359 |
|
|
2021
Q1 | $1.59M | Buy |
25,911
+9,886
| +62% | +$608K | 0.03% | 335 |
|
|
2020
Q4 | $966K | Sell |
16,025
-30,527
| -66% | -$1.84M | 0.02% | 394 |
|
|
2020
Q3 | $2.74M | Buy |
46,552
+28,716
| +161% | +$1.69M | 0.04% | 305 |
|
|
2020
Q2 | $1.03M | Sell |
17,836
-9,555
| -35% | -$549K | 0.03% | 340 |
|
|
2020
Q1 | $1.32M | Buy |
27,391
+1,940
| +8% | +$93.3K | 0.04% | 257 |
|
|
2019
Q4 | $1.82M | Buy |
25,451
+14,307
| +128% | +$1.02M | 0.04% | 232 |
|
|
2019
Q3 | $829K | Buy |
11,144
+2,882
| +35% | +$214K | 0.03% | 243 |
|
|
2019
Q2 | $552K | Buy |
8,262
+1,014
| +14% | +$67.7K | 0.02% | 278 |
|
|
2019
Q1 | $517K | Buy |
7,248
+550
| +8% | +$39.2K | 0.03% | 273 |
|
|
2018
Q4 | $412K | Buy |
+6,698
| New | +$412K | 0.07% | 252 |
|