Benedict Financial Advisors’s Realty Income O Stock Holding History

Benedict Financial Advisors’s Portfolio O Stock Details O Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.3M	Buy	22,515 +646	+3%	+$37.2K	0.29%	89
2025 Q1	$1.27M	Buy	21,869 +317	+1%	+$18.4K	0.29%	90
2024 Q4	$1.15M	Sell	21,552 -382	-2%	-$20.4K	0.28%	88
2024 Q3	$1.39M	Sell	21,934 -111	-0.5%	-$7.04K	0.33%	88
2024 Q2	$1.16M	Buy	22,045 +65	+0.3%	+$3.43K	0.3%	90
2024 Q1	$1.19M	Buy	21,980 +33	+0.2%	+$1.79K	0.3%	91
2023 Q4	$1.26M	Sell	21,947 -191	-0.9%	-$11K	0.34%	87
2023 Q3	$1.11M	Buy	22,138 +527	+2%	+$26.3K	0.32%	88
2023 Q2	$1.29M	Buy	21,611 +172	+0.8%	+$10.3K	0.36%	87
2023 Q1	$1.36M	Sell	21,439 -51	-0.2%	-$3.23K	0.38%	82
2022 Q4	$1.36M	Buy	21,490 +320	+2%	+$20.3K	0.4%	78
2022 Q3	$1.23M	Sell	21,170 -17	-0.1%	-$989	0.39%	82
2022 Q2	$1.45M	Buy	21,187 +686	+3%	+$46.8K	0.43%	74
2022 Q1	$1.42M	Buy	20,501 +403	+2%	+$27.9K	0.38%	81
2021 Q4	$1.44M	Sell	20,098 -571	-3%	-$40.9K	0.38%	84
2021 Q3	$1.3M	Buy	20,669 +180	+0.9%	+$11.3K	0.36%	85
2021 Q2	$1.33M	Buy	20,489 +158	+0.8%	+$10.2K	0.37%	84
2021 Q1	$1.25M	Sell	20,331 -19	-0.1%	-$1.17K	0.36%	83
2020 Q4	$1.23M	Buy	20,350 +47	+0.2%	+$2.83K	0.44%	70
2020 Q3	$1.2M	Sell	20,303 -99	-0.5%	-$5.83K	0.46%	70
2020 Q2	$1.18M	Sell	20,402 -355	-2%	-$20.5K	0.49%	65
2020 Q1	$1M	Sell	20,757 -500	-2%	-$24.2K	0.47%	65
2019 Q4	$1.52M	Sell	21,257 -369	-2%	-$26.3K	0.59%	53
2019 Q3	$1.61M	Sell	21,626 -860	-4%	-$63.9K	0.66%	53
2019 Q2	$1.5M	Sell	22,486 -57	-0.3%	-$3.81K	0.63%	54
2019 Q1	$1.61M	Sell	22,543 -261	-1%	-$18.6K	0.7%	52
2018 Q4	$1.39M	Sell	22,804 -36	-0.2%	-$2.2K	0.69%	51
2018 Q3	$1.26M	Sell	22,840 -251	-1%	-$13.8K	0.56%	59
2018 Q2	$1.2M	Buy	23,091 +143	+0.6%	+$7.46K	0.6%	58
2018 Q1	$1.15M	Sell	22,948 -250	-1%	-$12.5K	0.58%	60
2017 Q4	$1.28M	Sell	23,198 -171	-0.7%	-$9.45K	0.62%	52
2017 Q3	$1.3M	Sell	23,369 -156	-0.7%	-$8.65K	0.67%	50
2017 Q2	$1.31M	Sell	23,525 -7	-0%	-$389	0.68%	49
2017 Q1	$1.36M	Sell	23,532 -69	-0.3%	-$3.98K	0.74%	47
2016 Q4	$1.32M	Sell	23,601 -131	-0.6%	-$7.3K	0.76%	45
2016 Q3	$1.5M	Sell	23,732 -1,328	-5%	-$84.2K	0.88%	43
2016 Q2	$1.69M	Sell	25,060 -711	-3%	-$48K	0.99%	41
2016 Q1	$1.56M	Sell	25,771 -82	-0.3%	-$4.97K	0.95%	42
2015 Q4	$1.29M	Sell	25,853 -213	-0.8%	-$10.7K	0.82%	48
2015 Q3	$1.2M	Sell	26,066 -13	-0%	-$597	0.83%	46
2015 Q2	$1.18M	Sell	26,079 -770	-3%	-$34.9K	0.77%	50
2015 Q1	$1.28M	Buy	26,849 +309	+1%	+$14.7K	0.82%	46
2014 Q4	$1.31M	Buy	+26,540	New	+$1.31M	0.86%	44