CBIZ Investment Advisory Services’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 | $25.3K | Sell |
440
-209
| -32% | -$12K | ﹤0.01% | 225 |
|
|
2025
Q1 | $37.6K | Buy |
649
+303
| +88% | +$17.6K | ﹤0.01% | 142 |
|
|
2024
Q4 | $18.5K | Hold |
346
| – | – | ﹤0.01% | 226 |
|
|
2024
Q3 | $21.9K | Hold |
346
| – | – | ﹤0.01% | 174 |
|
|
2024
Q2 | $18.3K | Hold |
346
| – | – | ﹤0.01% | 182 |
|
|
2024
Q1 | $18.8K | Buy |
+346
| New | +$18.8K | ﹤0.01% | 188 |
|