CAPTRUST Financial Advisors’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 | $7.18M | Buy |
124,565
+9,183
| +8% | +$529K | 0.02% | 534 |
|
|
2025
Q1 | $6.69M | Buy |
115,382
+10,624
| +10% | +$616K | 0.02% | 515 |
|
|
2024
Q4 | $5.6M | Buy |
104,758
+8,589
| +9% | +$459K | 0.02% | 517 |
|
|
2024
Q3 | $6.1M | Buy |
96,169
+2,609
| +3% | +$165K | 0.02% | 482 |
|
|
2024
Q2 | $4.94M | Sell |
93,560
-1,170
| -1% | -$61.8K | 0.02% | 513 |
|
|
2024
Q1 | $5.12M | Buy |
94,730
+7,996
| +9% | +$433K | 0.02% | 491 |
|
|
2023
Q4 | $4.98M | Buy |
86,734
+6,492
| +8% | +$373K | 0.02% | 562 |
|
|
2023
Q3 | $4.01M | Buy |
80,242
+3,927
| +5% | +$196K | 0.02% | 596 |
|
|
2023
Q2 | $4.56M | Buy |
76,315
+20,998
| +38% | +$1.26M | 0.02% | 531 |
|
|
2023
Q1 | $3.5M | Buy |
55,317
+24,609
| +80% | +$1.56M | 0.02% | 568 |
|
|
2022
Q4 | $1.95M | Sell |
30,708
-6,825
| -18% | -$433K | 0.01% | 731 |
|
|
2022
Q3 | $2.18M | Buy |
+37,533
| New | +$2.18M | 0.01% | 637 |
|