Certuity’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 | $430K | Buy |
7,467
+294
| +4% | +$16.9K | 0.04% | 230 |
|
|
2025
Q1 | $416K | Sell |
7,173
-599
| -8% | -$34.7K | 0.04% | 209 |
|
|
2024
Q4 | $415K | Buy |
7,772
+1,721
| +28% | +$91.9K | 0.05% | 204 |
|
|
2024
Q3 | $384K | Buy |
6,051
+159
| +3% | +$10.1K | 0.04% | 215 |
|
|
2024
Q2 | $311K | Buy |
5,892
+404
| +7% | +$21.3K | 0.02% | 249 |
|
|
2024
Q1 | $297K | Buy |
5,488
+1,988
| +57% | +$108K | 0.03% | 246 |
|
|
2023
Q4 | $201K | Buy |
+3,500
| New | +$201K | 0.02% | 324 |
|
|
2022
Q2 | – | Sell |
-14,126
| Closed | -$979K | – | 263 |
|
|
2022
Q1 | $979K | Buy |
14,126
+159
| +1% | +$11K | 0.21% | 78 |
|
|
2021
Q4 | $1M | Buy |
13,967
+4,452
| +47% | +$319K | 0.21% | 73 |
|
|
2021
Q3 | $598K | Buy |
9,515
+584
| +7% | +$36.7K | 0.12% | 127 |
|
|
2021
Q2 | $578K | Buy |
8,931
+4,665
| +109% | +$302K | 0.13% | 113 |
|
|
2021
Q1 | $263K | Buy |
+4,266
| New | +$263K | 0.07% | 223 |
|