CFA
Cahill Financial Advisors’s Realty Income O Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $364K | Buy |
6,321
+392
| +7% | +$22.6K | 0.05% | 205 |
|
|
2025
Q1 | $344K | Buy |
5,929
+1,843
| +45% | +$107K | 0.05% | 199 |
|
|
2024
Q4 | $218K | Buy |
+4,086
| New | +$218K | 0.03% | 248 |
|
|
2023
Q1 | – | Sell |
-15,595
| Closed | -$989K | – | 236 |
|
|
2022
Q4 | $989K | Sell |
15,595
-639
| -4% | -$40.5K | 0.19% | 117 |
|
|
2022
Q3 | $945K | Buy |
16,234
+229
| +1% | +$13.3K | 0.2% | 112 |
|
|
2022
Q2 | $1.09M | Buy |
16,005
+525
| +3% | +$35.8K | 0.23% | 97 |
|
|
2022
Q1 | $1.07M | Sell |
15,480
-476
| -3% | -$33K | 0.2% | 107 |
|
|
2021
Q4 | $1.14M | Sell |
15,956
-1,779
| -10% | -$127K | 0.22% | 100 |
|
|
2021
Q3 | $1.15M | Buy |
17,735
+404
| +2% | +$26.2K | 0.24% | 97 |
|
|
2021
Q2 | $1.16M | Buy |
17,331
+5,520
| +47% | +$369K | 0.26% | 88 |
|
|
2021
Q1 | $750K | Buy |
11,811
+1,262
| +12% | +$80.1K | 0.18% | 108 |
|
|
2020
Q4 | $656K | Buy |
10,549
+599
| +6% | +$37.2K | 0.17% | 109 |
|
|
2020
Q3 | $604K | Buy |
9,950
+675
| +7% | +$41K | 0.22% | 97 |
|
|
2020
Q2 | $552K | Buy |
+9,275
| New | +$552K | 0.21% | 96 |
|