Buckley Wealth Management’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 | $558K | Sell |
9,686
-306
| -3% | -$17.6K | 0.17% | 85 |
|
|
2025
Q1 | $580K | Buy |
9,992
+284
| +3% | +$16.5K | 0.18% | 84 |
|
|
2024
Q4 | $519K | Buy |
9,708
+258
| +3% | +$13.8K | 0.16% | 81 |
|
|
2024
Q3 | $599K | Buy |
9,450
+176
| +2% | +$11.2K | 0.18% | 77 |
|
|
2024
Q2 | $490K | Sell |
9,274
-2
| -0% | -$106 | 0.16% | 81 |
|
|
2024
Q1 | $502K | Buy |
9,276
+340
| +4% | +$18.4K | 0.16% | 83 |
|
|
2023
Q4 | $513K | Sell |
8,936
-783
| -8% | -$45K | 0.18% | 82 |
|
|
2023
Q3 | $485K | Sell |
9,719
-2,750
| -22% | -$137K | 0.18% | 79 |
|
|
2023
Q2 | $746K | Buy |
12,469
+2,378
| +24% | +$142K | 0.25% | 72 |
|
|
2023
Q1 | $639K | Buy |
10,091
+560
| +6% | +$35.5K | 0.24% | 74 |
|
|
2022
Q4 | $605K | Buy |
9,531
+1,130
| +13% | +$71.7K | 0.22% | 74 |
|
|
2022
Q3 | $489K | Sell |
8,401
-2,144
| -20% | -$125K | 0.18% | 82 |
|
|
2022
Q2 | $720K | Sell |
10,545
-163
| -2% | -$11.1K | 0.23% | 79 |
|
|
2022
Q1 | $742K | Buy |
10,708
+2,581
| +32% | +$179K | 0.2% | 84 |
|
|
2021
Q4 | $582K | Buy |
+8,127
| New | +$582K | 0.17% | 92 |
|
|
2019
Q2 | – | Sell |
-3,840
| Closed | -$274K | – | 153 |
|
|
2019
Q1 | $274K | Sell |
3,840
-1,418
| -27% | -$101K | 0.13% | 129 |
|
|
2018
Q4 | $321K | Buy |
+5,258
| New | +$321K | 0.17% | 108 |
|