Caldwell Sutter Capital’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 | $334K | Sell |
5,790
-101
| -2% | -$5.82K | 0.15% | 146 |
|
|
2025
Q1 | $342K | Sell |
5,891
-451
| -7% | -$26.2K | 0.16% | 140 |
|
|
2024
Q4 | $339K | Sell |
6,342
-800
| -11% | -$42.7K | 0.16% | 139 |
|
|
2024
Q3 | $453K | Sell |
7,142
-1,249
| -15% | -$79.2K | 0.21% | 121 |
|
|
2024
Q2 | $443K | Sell |
8,391
-761
| -8% | -$40.2K | 0.22% | 120 |
|
|
2024
Q1 | $495K | Sell |
9,152
-3,314
| -27% | -$179K | 0.24% | 109 |
|
|
2023
Q4 | $716K | Sell |
12,466
-705
| -5% | -$40.5K | 0.36% | 76 |
|
|
2023
Q3 | $658K | Sell |
13,171
-1,687
| -11% | -$84.2K | 0.36% | 76 |
|
|
2023
Q2 | $888K | Buy |
14,858
+3,788
| +34% | +$226K | 0.47% | 64 |
|
|
2023
Q1 | $701K | Sell |
11,070
-5,307
| -32% | -$336K | 0.51% | 51 |
|
|
2022
Q4 | $1.04M | Buy |
+16,377
| New | +$1.04M | 0.92% | 31 |
|