Congress Wealth Management’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 | $959K | Sell |
16,636
-467
| -3% | -$26.9K | 0.01% | 718 |
|
|
2025
Q1 | $989K | Buy |
17,103
+3,353
| +24% | +$194K | 0.01% | 639 |
|
|
2024
Q4 | $734K | Buy |
13,750
+282
| +2% | +$15.1K | 0.01% | 569 |
|
|
2024
Q3 | $854K | Buy |
13,468
+8,829
| +190% | +$560K | 0.01% | 540 |
|
|
2024
Q2 | $245K | Sell |
4,639
-11,545
| -71% | -$610K | ﹤0.01% | 657 |
|
|
2024
Q1 | $876K | Buy |
16,184
+11,134
| +220% | +$602K | 0.02% | 385 |
|
|
2023
Q4 | $290K | Buy |
5,050
+143
| +3% | +$8.21K | 0.01% | 534 |
|
|
2023
Q3 | $245K | Buy |
4,907
+336
| +7% | +$16.8K | 0.01% | 551 |
|
|
2023
Q2 | $273K | Hold |
4,571
| – | – | 0.01% | 495 |
|
|
2023
Q1 | $289K | Sell |
4,571
-277
| -6% | -$17.5K | 0.01% | 487 |
|
|
2022
Q4 | $308K | Buy |
4,848
+276
| +6% | +$17.5K | 0.01% | 474 |
|
|
2022
Q3 | $267K | Buy |
+4,572
| New | +$267K | 0.01% | 485 |
|