CAP Partners LLC’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 | $476K | Buy |
8,266
+76
| +0.9% | +$4.38K | 0.3% | 77 |
|
2025
Q1 | $475K | Buy |
8,190
+551
| +7% | +$32K | 0.34% | 71 |
|
2024
Q4 | $408K | Buy |
7,639
+56
| +0.7% | +$2.99K | 0.29% | 82 |
|
2024
Q3 | $481K | Buy |
7,583
+65
| +0.9% | +$4.12K | 0.36% | 69 |
|
2024
Q2 | $397K | Buy |
7,518
+209
| +3% | +$11K | 0.32% | 75 |
|
2024
Q1 | $395K | Buy |
7,309
+851
| +13% | +$46K | 0.35% | 70 |
|
2023
Q4 | $371K | Buy |
+6,458
| New | +$371K | 0.37% | 62 |
|