Congress Park Capital’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,750
| Closed | -$200K | – | 116 |
|
|
2024
Q4 | $200K | Sell |
3,750
-500
| -12% | -$26.7K | 0.07% | 107 |
|
|
2024
Q3 | $270K | Hold |
4,250
| – | – | 0.1% | 102 |
|
|
2024
Q2 | $224K | Buy |
4,250
+250
| +6% | +$13.2K | 0.09% | 106 |
|
|
2024
Q1 | $216K | Buy |
4,000
+250
| +7% | +$13.5K | 0.1% | 108 |
|
|
2023
Q4 | $215K | Buy |
+3,750
| New | +$215K | 0.11% | 110 |
|
|
2021
Q3 | – | Sell |
-3,096
| Closed | -$200K | – | 146 |
|
|
2021
Q2 | $200K | Buy |
+3,096
| New | +$200K | 0.1% | 130 |
|