Center for Financial Planning’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 | $388K | Buy |
6,729
+590
| +10% | +$34K | 0.04% | 124 |
|
|
2025
Q1 | $356K | Buy |
6,139
+848
| +16% | +$49.2K | 0.05% | 121 |
|
|
2024
Q4 | $283K | Buy |
5,291
+4,711
| +812% | +$252K | 0.04% | 130 |
|
|
2024
Q3 | $36.8K | Hold |
580
| – | – | 0.01% | 285 |
|
|
2024
Q2 | $30.6K | Sell |
580
-591
| -50% | -$31.2K | ﹤0.01% | 287 |
|
|
2024
Q1 | $63.4K | Buy |
1,171
+591
| +102% | +$32K | 0.01% | 213 |
|
|
2023
Q4 | $33.3K | Hold |
580
| – | – | 0.01% | 263 |
|
|
2023
Q3 | $29K | Hold |
580
| – | – | 0.01% | 268 |
|
|
2023
Q2 | $34.7K | Hold |
580
| – | – | 0.01% | 272 |
|
|
2023
Q1 | $36.7K | Hold |
580
| – | – | 0.01% | 251 |
|
|
2022
Q4 | $36.8K | Hold |
580
| – | – | 0.01% | 245 |
|
|
2022
Q3 | $34K | Hold |
580
| – | – | 0.01% | 245 |
|
|
2022
Q2 | $40K | Hold |
580
| – | – | 0.01% | 236 |
|
|
2022
Q1 | $40K | Hold |
580
| – | – | 0.01% | 250 |
|
|
2021
Q4 | $42K | Sell |
580
-19
| -3% | -$1.38K | 0.01% | 249 |
|
|
2021
Q3 | $38K | Hold |
599
| – | – | 0.01% | 250 |
|
|
2021
Q2 | $39K | Hold |
599
| – | – | 0.01% | 244 |
|
|
2021
Q1 | $37K | Hold |
599
| – | – | 0.01% | 244 |
|
|
2020
Q4 | $36K | Hold |
599
| – | – | 0.01% | 231 |
|
|
2020
Q3 | $35K | Hold |
599
| – | – | 0.01% | 216 |
|
|
2020
Q2 | $35K | Sell |
599
-357
| -37% | -$20.9K | 0.01% | 212 |
|
|
2020
Q1 | $46K | Buy |
956
+357
| +60% | +$17.2K | 0.02% | 178 |
|
|
2019
Q4 | $43K | Buy |
+599
| New | +$43K | 0.01% | 197 |
|