Bell 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 | $27.8K | Buy |
483
+9
| +2% | +$518 | ﹤0.01% | 342 |
|
|
2025
Q1 | $27.5K | Buy |
474
+10
| +2% | +$580 | 0.01% | 316 |
|
|
2024
Q4 | $24.8K | Sell |
464
-46
| -9% | -$2.46K | ﹤0.01% | 334 |
|
|
2024
Q3 | $32.3K | Sell |
510
-29
| -5% | -$1.84K | 0.01% | 298 |
|
|
2024
Q2 | $28.5K | Buy |
539
+10
| +2% | +$528 | 0.01% | 310 |
|
|
2024
Q1 | $28.6K | Buy |
529
+217
| +70% | +$11.7K | 0.01% | 307 |
|
|
2023
Q4 | $17.9K | Sell |
312
-198
| -39% | -$11.4K | ﹤0.01% | 382 |
|
|
2023
Q3 | $25.5K | Buy |
510
+103
| +25% | +$5.15K | 0.01% | 266 |
|
|
2023
Q2 | $24.3K | Sell |
407
-124
| -23% | -$7.41K | 0.01% | 275 |
|
|
2023
Q1 | $33.6K | Buy |
531
+42
| +9% | +$2.66K | 0.01% | 217 |
|
|
2022
Q4 | $31K | Buy |
489
+59
| +14% | +$3.74K | 0.01% | 229 |
|
|
2022
Q3 | $25K | Buy |
430
+15
| +4% | +$872 | 0.01% | 224 |
|
|
2022
Q2 | $28K | Buy |
+415
| New | +$28K | 0.01% | 212 |
|
|
2021
Q4 | $25K | Buy |
356
+7
| +2% | +$492 | 0.01% | 268 |
|
|
2021
Q3 | $22K | Buy |
+349
| New | +$22K | 0.01% | 266 |
|