Benchmark 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
Q1 | $421K | Hold |
7,256
| – | – | 0.27% | 66 |
|
|
2024
Q4 | $388K | Sell |
7,256
-65
| -0.9% | -$3.47K | 0.25% | 62 |
|
|
2024
Q3 | $464K | Hold |
7,321
| – | – | 0.33% | 59 |
|
|
2024
Q2 | $387K | Sell |
7,321
-100
| -1% | -$5.28K | 0.28% | 63 |
|
|
2024
Q1 | $401K | Hold |
7,421
| – | – | 0.32% | 67 |
|
|
2023
Q4 | $426K | Buy |
7,421
+65
| +0.9% | +$3.73K | 0.39% | 61 |
|
|
2023
Q3 | $367K | Hold |
7,356
| – | – | 0.37% | 63 |
|
|
2023
Q2 | $440K | Buy |
7,356
+456
| +7% | +$27.3K | 0.41% | 60 |
|
|
2023
Q1 | $437K | Hold |
6,900
| – | – | 0.45% | 58 |
|
|
2022
Q4 | $438K | Hold |
6,900
| – | – | 0.46% | 63 |
|
|
2022
Q3 | $402K | Hold |
6,900
| – | – | 0.43% | 64 |
|
|
2022
Q2 | $471K | Hold |
6,900
| – | – | 0.49% | 64 |
|
|
2022
Q1 | $478K | Hold |
6,900
| – | – | 0.36% | 71 |
|
|
2021
Q4 | $494K | Buy |
+6,900
| New | +$494K | 0.41% | 66 |
|