Clearstead Advisors’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 | $1.47M | Buy |
25,465
+460
| +2% | +$26.5K | 0.02% | 370 |
|
|
2025
Q1 | $1.45M | Sell |
25,005
-966
| -4% | -$56K | 0.02% | 348 |
|
|
2024
Q4 | $1.39M | Buy |
25,971
+16,231
| +167% | +$867K | 0.02% | 352 |
|
|
2024
Q3 | $618K | Buy |
9,740
+3,906
| +67% | +$248K | 0.01% | 521 |
|
|
2024
Q2 | $308K | Buy |
5,834
+5,109
| +705% | +$270K | 0.01% | 671 |
|
|
2024
Q1 | $39.9K | Buy |
725
+189
| +35% | +$10.4K | ﹤0.01% | 821 |
|
|
2023
Q4 | $30.8K | Sell |
536
-164
| -23% | -$9.42K | ﹤0.01% | 861 |
|
|
2023
Q3 | $35K | Buy |
700
+199
| +40% | +$9.94K | ﹤0.01% | 937 |
|
|
2023
Q2 | $30K | Sell |
501
-53
| -10% | -$3.17K | ﹤0.01% | 831 |
|
|
2023
Q1 | $35.1K | Buy |
554
+13
| +2% | +$823 | ﹤0.01% | 740 |
|
|
2022
Q4 | $34.3K | Buy |
541
+221
| +69% | +$14K | ﹤0.01% | 695 |
|
|
2022
Q3 | $19K | Buy |
320
+177
| +124% | +$10.5K | ﹤0.01% | 780 |
|
|
2022
Q2 | $10K | Sell |
143
-150
| -51% | -$10.5K | ﹤0.01% | 921 |
|
|
2022
Q1 | $20K | Buy |
293
+175
| +148% | +$11.9K | ﹤0.01% | 869 |
|
|
2021
Q4 | $8K | Sell |
118
-103
| -47% | -$6.98K | ﹤0.01% | 946 |
|
|
2021
Q3 | $14K | Buy |
221
+101
| +84% | +$6.4K | ﹤0.01% | 886 |
|
|
2021
Q2 | $8K | Buy |
120
+2
| +2% | +$133 | ﹤0.01% | 824 |
|
|
2021
Q1 | $7K | Sell |
118
-104
| -47% | -$6.17K | ﹤0.01% | 830 |
|
|
2020
Q4 | $13K | Buy |
222
+106
| +91% | +$6.21K | ﹤0.01% | 686 |
|
|
2020
Q3 | $7K | Sell |
116
-434
| -79% | -$26.2K | ﹤0.01% | 712 |
|
|
2020
Q2 | $32K | Buy |
550
+438
| +391% | +$25.5K | ﹤0.01% | 477 |
|
|
2020
Q1 | $5K | Buy |
+112
| New | +$5K | ﹤0.01% | 646 |
|