CarsonAllaria 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 | $2.28K | Buy |
39
+1
| +3% | +$58 | ﹤0.01% | 313 |
|
|
2025
Q1 | $2.26K | Hold |
38
| – | – | ﹤0.01% | 318 |
|
|
2024
Q4 | $2.05K | Buy |
38
+1
| +3% | +$54 | ﹤0.01% | 311 |
|
|
2024
Q3 | $2.4K | Hold |
37
| – | – | ﹤0.01% | 334 |
|
|
2024
Q2 | $1.97K | Buy |
37
+1
| +3% | +$53 | ﹤0.01% | 325 |
|
|
2024
Q1 | $1.99K | Hold |
36
| – | – | ﹤0.01% | 335 |
|
|
2023
Q4 | $2.08K | Buy |
36
+1
| +3% | +$58 | ﹤0.01% | 302 |
|
|
2023
Q3 | $1.79K | Hold |
35
| – | – | ﹤0.01% | 307 |
|
|
2023
Q2 | $2.12K | Hold |
35
| – | – | ﹤0.01% | 311 |
|
|
2023
Q1 | $2.22K | Buy |
35
+1
| +3% | +$63 | ﹤0.01% | 297 |
|
|
2022
Q4 | $2K | Hold |
34
| – | – | ﹤0.01% | 286 |
|
|
2022
Q3 | $2K | Buy |
34
+1
| +3% | +$59 | ﹤0.01% | 284 |
|
|
2022
Q2 | $2K | Hold |
33
| – | – | ﹤0.01% | 286 |
|
|
2022
Q1 | $2K | Hold |
33
| – | – | ﹤0.01% | 304 |
|
|
2021
Q4 | $2K | Buy |
+33
| New | +$2K | ﹤0.01% | 319 |
|