Bard Financial 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 | $3.53M | Sell |
61,260
-3,105
| -5% | -$179K | 0.42% | 61 |
|
|
2025
Q1 | $3.73M | Sell |
64,365
-2,440
| -4% | -$142K | 0.46% | 56 |
|
|
2024
Q4 | $3.57M | Sell |
66,805
-765
| -1% | -$40.9K | 0.43% | 60 |
|
|
2024
Q3 | $4.29M | Sell |
67,570
-3,315
| -5% | -$210K | 0.51% | 51 |
|
|
2024
Q2 | $3.74M | Sell |
70,885
-3,605
| -5% | -$190K | 0.39% | 61 |
|
|
2024
Q1 | $4.03M | Buy |
74,490
+47,190
| +173% | +$2.55M | 0.43% | 59 |
|
|
2023
Q4 | $1.57M | Sell |
27,300
-875
| -3% | -$50.2K | 0.18% | 96 |
|
|
2023
Q3 | $1.41M | Buy |
28,175
+800
| +3% | +$40K | 0.17% | 98 |
|
|
2023
Q2 | $1.64M | Sell |
27,375
-250
| -0.9% | -$14.9K | 0.12% | 132 |
|
|
2023
Q1 | $1.75M | Sell |
27,625
-250
| -0.9% | -$15.8K | 0.14% | 126 |
|
|
2022
Q4 | $1.77M | Sell |
27,875
-1,125
| -4% | -$71.4K | 0.15% | 121 |
|
|
2022
Q3 | $1.69M | Buy |
29,000
+2,250
| +8% | +$131K | 0.16% | 119 |
|
|
2022
Q2 | $1.83M | Sell |
26,750
-500
| -2% | -$34.1K | 0.17% | 113 |
|
|
2022
Q1 | $1.89M | Buy |
27,250
+2,900
| +12% | +$201K | 0.15% | 111 |
|
|
2021
Q4 | $1.74M | Buy |
24,350
+2,601
| +12% | +$186K | 0.14% | 113 |
|
|
2021
Q3 | $1.37M | Buy |
21,749
+516
| +2% | +$32.4K | 0.12% | 129 |
|
|
2021
Q2 | $1.37M | Buy |
21,233
+1,625
| +8% | +$105K | 0.12% | 126 |
|
|
2021
Q1 | $1.21M | Hold |
19,608
| – | – | 0.12% | 127 |
|
|
2020
Q4 | $1.18M | Buy |
+19,608
| New | +$1.18M | 0.12% | 127 |
|