Berger Financial Group’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 | $303K | Sell |
5,251
-24
| -0.5% | -$1.38K | 0.02% | 332 |
|
|
2025
Q1 | $306K | Buy |
5,275
+835
| +19% | +$48.4K | 0.02% | 330 |
|
|
2024
Q4 | $237K | Sell |
4,440
-1
| -0% | -$53 | 0.02% | 366 |
|
|
2024
Q3 | $282K | Buy |
4,441
+189
| +4% | +$12K | 0.02% | 319 |
|
|
2024
Q2 | $225K | Buy |
4,252
+82
| +2% | +$4.33K | 0.02% | 339 |
|
|
2024
Q1 | $226K | Buy |
4,170
+385
| +10% | +$20.8K | 0.02% | 334 |
|
|
2023
Q4 | $217K | Buy |
+3,785
| New | +$217K | 0.02% | 286 |
|
|
2023
Q3 | – | Sell |
-4,044
| Closed | -$242K | – | 289 |
|
|
2023
Q2 | $242K | Hold |
4,044
| – | – | 0.03% | 251 |
|
|
2023
Q1 | $256K | Buy |
4,044
+38
| +0.9% | +$2.41K | 0.03% | 231 |
|
|
2022
Q4 | $254K | Buy |
4,006
+69
| +2% | +$4.38K | 0.03% | 220 |
|
|
2022
Q3 | $229K | Buy |
3,937
+55
| +1% | +$3.2K | 0.03% | 217 |
|
|
2022
Q2 | $265K | Buy |
3,882
+64
| +2% | +$4.37K | 0.04% | 198 |
|
|
2022
Q1 | $265K | Sell |
3,818
-1,832
| -32% | -$127K | 0.03% | 225 |
|
|
2021
Q4 | $404K | Buy |
+5,650
| New | +$404K | 0.05% | 174 |
|