Beacon Investment 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 | $476K | Buy |
8,341
+58
| +0.7% | +$3.31K | 0.21% | 105 |
|
|
2025
Q1 | $481K | Buy |
8,283
+47
| +0.6% | +$2.73K | 0.23% | 101 |
|
|
2024
Q4 | $440K | Buy |
8,236
+261
| +3% | +$13.9K | 0.21% | 108 |
|
|
2024
Q3 | $506K | Buy |
7,975
+881
| +12% | +$55.9K | 0.24% | 100 |
|
|
2024
Q2 | $375K | Buy |
7,094
+199
| +3% | +$10.5K | 0.19% | 117 |
|
|
2024
Q1 | $373K | Buy |
6,895
+346
| +5% | +$18.7K | 0.21% | 100 |
|
|
2023
Q4 | $376K | Buy |
6,549
+143
| +2% | +$8.21K | 0.24% | 94 |
|
|
2023
Q3 | $320K | Buy |
6,406
+342
| +6% | +$17.1K | 0.23% | 97 |
|
|
2023
Q2 | $363K | Sell |
6,064
-492
| -8% | -$29.4K | 0.25% | 95 |
|
|
2023
Q1 | $415K | Buy |
6,556
+315
| +5% | +$19.9K | 0.3% | 89 |
|
|
2022
Q4 | $396K | Buy |
+6,241
| New | +$396K | 0.33% | 85 |
|