Balboa Wealth Partners’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 | – | Sell |
-3,654
| Closed | -$212K | – | 396 |
|
|
2025
Q1 | $212K | Buy |
+3,654
| New | +$212K | 0.05% | 256 |
|
|
2024
Q3 | – | Sell |
-8,772
| Closed | -$463K | – | 363 |
|
|
2024
Q2 | $463K | Sell |
8,772
-2,037
| -19% | -$108K | 0.12% | 139 |
|
|
2024
Q1 | $585K | Sell |
10,809
-1,401
| -11% | -$75.8K | 0.17% | 108 |
|
|
2023
Q4 | $701K | Buy |
12,210
+4,910
| +67% | +$282K | 0.23% | 83 |
|
|
2023
Q3 | $365K | Buy |
+7,300
| New | +$365K | 0.14% | 126 |
|