Checchi Capital Advisers’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 | $821K | Buy |
14,247
+246
| +2% | +$14.2K | 0.05% | 242 |
|
|
2025
Q1 | $812K | Buy |
14,001
+2,900
| +26% | +$168K | 0.04% | 241 |
|
|
2024
Q4 | $593K | Sell |
11,101
-599
| -5% | -$32K | 0.03% | 285 |
|
|
2024
Q3 | $742K | Sell |
11,700
-239
| -2% | -$15.2K | 0.04% | 243 |
|
|
2024
Q2 | $631K | Sell |
11,939
-1,538
| -11% | -$81.2K | 0.03% | 265 |
|
|
2024
Q1 | $729K | Buy |
13,477
+2,835
| +27% | +$153K | 0.06% | 246 |
|
|
2023
Q4 | $611K | Sell |
10,642
-116
| -1% | -$6.66K | 0.05% | 268 |
|
|
2023
Q3 | $537K | Sell |
10,758
-1,575
| -13% | -$78.7K | 0.05% | 273 |
|
|
2023
Q2 | $737K | Sell |
12,333
-198
| -2% | -$11.8K | 0.07% | 214 |
|
|
2023
Q1 | $793K | Buy |
12,531
+106
| +0.9% | +$6.71K | 0.08% | 197 |
|
|
2022
Q4 | $788K | Sell |
12,425
-14
| -0.1% | -$888 | 0.08% | 190 |
|
|
2022
Q3 | $724K | Buy |
12,439
+524
| +4% | +$30.5K | 0.07% | 191 |
|
|
2022
Q2 | $882K | Buy |
11,915
+3,551
| +42% | +$263K | 0.08% | 176 |
|
|
2022
Q1 | $580K | Buy |
8,364
+786
| +10% | +$54.5K | 0.05% | 235 |
|
|
2021
Q4 | $543K | Buy |
7,578
+3,332
| +78% | +$239K | 0.05% | 236 |
|
|
2021
Q3 | $267K | Sell |
4,246
-172
| -4% | -$10.8K | 0.03% | 396 |
|
|
2021
Q2 | $286K | Buy |
4,418
+429
| +11% | +$27.8K | 0.03% | 384 |
|
|
2021
Q1 | $245K | Buy |
3,989
+147
| +4% | +$9.03K | 0.02% | 424 |
|
|
2020
Q4 | $231K | Sell |
3,842
-214
| -5% | -$12.9K | 0.02% | 410 |
|
|
2020
Q3 | $239K | Sell |
4,056
-539
| -12% | -$31.8K | 0.03% | 355 |
|
|
2020
Q2 | $265K | Buy |
4,595
+306
| +7% | +$17.6K | 0.03% | 331 |
|
|
2020
Q1 | $207K | Sell |
4,289
-172
| -4% | -$8.3K | 0.02% | 324 |
|
|
2019
Q4 | $318K | Sell |
4,461
-162
| -4% | -$11.5K | 0.04% | 282 |
|
|
2019
Q3 | $344K | Buy |
4,623
+517
| +13% | +$38.5K | 0.04% | 259 |
|
|
2019
Q2 | $274K | Buy |
4,106
+28
| +0.7% | +$1.87K | 0.03% | 310 |
|
|
2019
Q1 | $291K | Sell |
4,078
-202
| -5% | -$14.4K | 0.03% | 287 |
|
|
2018
Q4 | $261K | Buy |
4,280
+189
| +5% | +$11.5K | 0.03% | 275 |
|
|
2018
Q3 | $226K | Buy |
4,091
+151
| +4% | +$8.34K | 0.03% | 372 |
|
|
2018
Q2 | $205K | Buy |
+3,940
| New | +$205K | 0.03% | 375 |
|
|
2017
Q2 | – | Sell |
-3,875
| Closed | -$224K | – | 386 |
|
|
2017
Q1 | $224K | Buy |
3,875
+27
| +0.7% | +$1.56K | 0.03% | 339 |
|
|
2016
Q4 | $214K | Sell |
3,848
-168
| -4% | -$9.34K | 0.03% | 332 |
|
|
2016
Q3 | $260K | Buy |
4,016
+625
| +18% | +$40.5K | 0.03% | 287 |
|
|
2016
Q2 | $228K | Buy |
3,391
+56
| +2% | +$3.77K | 0.03% | 296 |
|
|
2016
Q1 | $202K | Buy |
+3,335
| New | +$202K | 0.04% | 335 |
|