B. Riley Wealth Advisors’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 | $324K | Buy |
+5,622
| New | +$324K | 0.02% | 666 |
|
|
2024
Q4 | $675K | Buy |
12,640
+241
| +2% | +$12.9K | 0.02% | 581 |
|
|
2024
Q3 | $781K | Sell |
12,399
-863
| -7% | -$54.4K | 0.02% | 568 |
|
|
2024
Q2 | $701K | Buy |
13,262
+4,524
| +52% | +$239K | 0.02% | 670 |
|
|
2024
Q1 | $439K | Buy |
8,738
+325
| +4% | +$16.3K | 0.01% | 859 |
|
|
2023
Q4 | $485K | Sell |
8,413
-325
| -4% | -$18.7K | 0.01% | 829 |
|
|
2023
Q3 | $439K | Buy |
8,738
+894
| +11% | +$44.9K | 0.01% | 859 |
|
|
2023
Q2 | $471K | Sell |
7,844
-4,640
| -37% | -$279K | 0.01% | 883 |
|
|
2023
Q1 | $794K | Buy |
12,484
+2,006
| +19% | +$128K | 0.02% | 619 |
|
|
2022
Q4 | $667K | Buy |
10,478
+1,513
| +17% | +$96.3K | 0.02% | 680 |
|
|
2022
Q3 | $522K | Sell |
8,965
-63
| -0.7% | -$3.67K | 0.02% | 743 |
|
|
2022
Q2 | $617K | Sell |
9,028
-1,716
| -16% | -$117K | 0.03% | 572 |
|
|
2022
Q1 | $745K | Sell |
10,744
-1,116
| -9% | -$77.4K | 0.02% | 577 |
|
|
2021
Q4 | $850K | Buy |
11,860
+3,510
| +42% | +$252K | 0.02% | 582 |
|
|
2021
Q3 | $526K | Buy |
8,350
+185
| +2% | +$11.7K | 0.02% | 757 |
|
|
2021
Q2 | $529K | Buy |
8,165
+1,088
| +15% | +$70.5K | 0.02% | 742 |
|
|
2021
Q1 | $436K | Buy |
+7,077
| New | +$436K | 0.02% | 806 |
|
|
2020
Q1 | – | Sell |
-3,226
| Closed | -$231K | – | 862 |
|
|
2019
Q4 | $231K | Sell |
3,226
-237
| -7% | -$17K | 0.02% | 713 |
|
|
2019
Q3 | $258K | Sell |
3,463
-286
| -8% | -$21.3K | 0.03% | 640 |
|
|
2019
Q2 | $251K | Sell |
3,749
-263
| -7% | -$17.6K | 0.03% | 635 |
|
|
2019
Q1 | $286K | Buy |
4,012
+74
| +2% | +$5.28K | 0.04% | 520 |
|
|
2018
Q4 | $241K | Buy |
+3,938
| New | +$241K | 0.03% | 512 |
|
|
2016
Q4 | – | Sell |
-3,287
| Closed | -$214K | – | 606 |
|
|
2016
Q3 | $214K | Buy |
3,287
+112
| +4% | +$7.29K | 0.04% | 512 |
|
|
2016
Q2 | $215K | Buy |
+3,175
| New | +$215K | 0.04% | 511 |
|
|
2015
Q4 | – | Sell |
-14,818
| Closed | -$682K | – | 606 |
|
|
2015
Q3 | $682K | Buy |
14,818
+2,364
| +19% | +$109K | 0.16% | 170 |
|
|
2015
Q2 | $536K | Sell |
12,454
-205
| -2% | -$8.82K | 0.13% | 195 |
|
|
2015
Q1 | $633K | Sell |
12,659
-12,884
| -50% | -$644K | 0.15% | 173 |
|
|
2014
Q4 | $6.29K | Buy |
25,543
+11,743
| +85% | +$2.89K | 0.13% | 187 |
|
|
2014
Q3 | $545K | Sell |
13,800
-13,544
| -50% | -$535K | 0.14% | 189 |
|
|
2014
Q2 | $579K | Buy |
27,344
+13,633
| +99% | +$289K | 0.14% | 174 |
|
|
2014
Q1 | $543K | Buy |
13,711
+8,736
| +176% | +$346K | 0.16% | 138 |
|
|
2013
Q4 | $180K | Sell |
4,975
-1,268
| -20% | -$45.9K | 0.06% | 380 |
|
|
2013
Q3 | $240K | Sell |
6,243
-2,484
| -28% | -$95.5K | 0.08% | 280 |
|
|
2013
Q2 | $354K | Buy |
+8,727
| New | +$354K | 0.12% | 197 |
|