Concurrent Investment 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 | $1.33M | Sell |
23,073
-3,511
| -13% | -$202K | 0.03% | 525 |
|
|
2025
Q1 | $1.54M | Buy |
26,584
+3,880
| +17% | +$225K | 0.04% | 420 |
|
|
2024
Q4 | $1.21M | Buy |
22,704
+1,428
| +7% | +$76.3K | 0.03% | 438 |
|
|
2024
Q3 | $1.35M | Buy |
21,276
+486
| +2% | +$30.8K | 0.04% | 396 |
|
|
2024
Q2 | $1.1M | Buy |
20,790
+2,030
| +11% | +$107K | 0.04% | 402 |
|
|
2024
Q1 | $1.01M | Sell |
18,760
-19,802
| -51% | -$1.07M | 0.04% | 366 |
|
|
2023
Q4 | $2.21M | Buy |
+38,562
| New | +$2.21M | 0.1% | 211 |
|