Concord Wealth Partners’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 | $50.6K | Buy |
878
+688
| +362% | +$39.6K | 0.01% | 340 |
|
|
2025
Q1 | $11K | Hold |
190
| – | – | ﹤0.01% | 499 |
|
|
2024
Q4 | $10.1K | Sell |
190
-438
| -70% | -$23.4K | ﹤0.01% | 525 |
|
|
2024
Q3 | $39.8K | Buy |
628
+100
| +19% | +$6.34K | 0.01% | 365 |
|
|
2024
Q2 | $27.9K | Sell |
528
-700
| -57% | -$37K | ﹤0.01% | 381 |
|
|
2024
Q1 | $66.4K | Buy |
1,228
+700
| +133% | +$37.9K | 0.01% | 316 |
|
|
2023
Q4 | $30.3K | Sell |
528
-254
| -32% | -$14.6K | 0.01% | 432 |
|
|
2023
Q3 | $39.1K | Sell |
782
-140
| -15% | -$6.99K | 0.01% | 410 |
|
|
2023
Q2 | $55.1K | Buy |
922
+254
| +38% | +$15.2K | 0.01% | 354 |
|
|
2023
Q1 | $42.3K | Sell |
668
-832
| -55% | -$52.7K | 0.01% | 371 |
|
|
2022
Q4 | $95.1K | Buy |
+1,500
| New | +$95.1K | 0.03% | 265 |
|
|
2022
Q3 | – | Sell |
-1,300
| Closed | -$89K | – | 806 |
|
|
2022
Q2 | $89K | Buy |
1,300
+84
| +7% | +$5.75K | 0.02% | 277 |
|
|
2022
Q1 | $84K | Sell |
1,216
-2
| -0.2% | -$138 | 0.02% | 327 |
|
|
2021
Q4 | $87K | Buy |
1,218
+733
| +151% | +$52.4K | 0.02% | 333 |
|
|
2021
Q3 | $30K | Sell |
485
-580
| -54% | -$35.9K | 0.01% | 307 |
|
|
2021
Q2 | $69K | Sell |
1,065
-3
| -0.3% | -$194 | 0.02% | 299 |
|
|
2021
Q1 | $66K | Buy |
1,068
+748
| +234% | +$46.2K | 0.02% | 290 |
|
|
2020
Q4 | $19K | Buy |
+320
| New | +$19K | 0.01% | 314 |
|