Coastwise Capital Group’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 | $314K | Sell |
5,458
-161
| -3% | -$9.28K | 0.25% | 88 |
|
|
2025
Q1 | $326K | Buy |
5,619
+583
| +12% | +$33.8K | 0.27% | 86 |
|
|
2024
Q4 | $269K | Buy |
5,036
+736
| +17% | +$39.3K | 0.21% | 103 |
|
|
2024
Q3 | $273K | Buy |
4,300
+493
| +13% | +$31.3K | 0.22% | 100 |
|
|
2024
Q2 | $201K | Buy |
3,807
+44
| +1% | +$2.32K | 0.19% | 112 |
|
|
2024
Q1 | $204K | Buy |
+3,763
| New | +$204K | 0.19% | 119 |
|
|
2023
Q4 | – | Sell |
-4,934
| Closed | -$246K | – | 116 |
|
|
2023
Q3 | $246K | Buy |
4,934
+841
| +21% | +$42K | 0.28% | 94 |
|
|
2023
Q2 | $245K | Buy |
4,093
+117
| +3% | +$7K | 0.28% | 93 |
|
|
2023
Q1 | $252K | Buy |
+3,976
| New | +$252K | 0.29% | 92 |
|