Avestar Capital’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 | $222K | Sell |
3,858
-691
| -15% | -$39.8K | 0.02% | 400 |
|
|
2025
Q1 | $264K | Sell |
4,549
-467
| -9% | -$27.1K | 0.02% | 355 |
|
|
2024
Q4 | $268K | Sell |
5,016
-176
| -3% | -$9.4K | 0.02% | 377 |
|
|
2024
Q3 | $329K | Buy |
5,192
+235
| +5% | +$14.9K | 0.03% | 304 |
|
|
2024
Q2 | $262K | Buy |
4,957
+967
| +24% | +$51.1K | 0.03% | 333 |
|
|
2024
Q1 | $216K | Buy |
+3,990
| New | +$216K | 0.02% | 376 |
|
|
2019
Q3 | – | Sell |
-456
| Closed | -$29K | – | 625 |
|
|
2019
Q2 | $29K | Hold |
456
| – | – | 0.02% | 347 |
|
|
2019
Q1 | $30K | Buy |
456
+28
| +7% | +$1.84K | 0.02% | 341 |
|
|
2018
Q4 | $24K | Buy |
428
+180
| +73% | +$10.1K | 0.02% | 324 |
|
|
2018
Q3 | $11K | Sell |
248
-15
| -6% | -$665 | 0.01% | 451 |
|
|
2018
Q2 | $11K | Buy |
263
+9
| +4% | +$376 | 0.01% | 449 |
|
|
2018
Q1 | $11K | Sell |
254
-66
| -21% | -$2.86K | 0.01% | 409 |
|
|
2017
Q4 | $14K | Buy |
+320
| New | +$14K | 0.01% | 391 |
|