Continuum Advisory’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 | – | Sell |
-514
| Closed | -$29.8K | – | 1193 |
|
|
2025
Q1 | $29.8K | Sell |
514
-5
| -1% | -$290 | ﹤0.01% | 784 |
|
|
2024
Q4 | $27.7K | Sell |
519
-109
| -17% | -$5.83K | ﹤0.01% | 781 |
|
|
2024
Q3 | $35.2K | Buy |
628
+15
| +2% | +$840 | ﹤0.01% | 725 |
|
|
2024
Q2 | $32.4K | Buy |
613
+2
| +0.3% | +$106 | ﹤0.01% | 698 |
|
|
2024
Q1 | $33.4K | Buy |
+611
| New | +$33.4K | 0.01% | 679 |
|
|
2018
Q1 | – | Sell |
-7,152
| Closed | -$395K | – | 163 |
|
|
2017
Q4 | $395K | Buy |
7,152
+627
| +10% | +$34.6K | 0.3% | 96 |
|
|
2017
Q3 | $362K | Sell |
6,525
-405
| -6% | -$22.5K | 0.32% | 96 |
|
|
2017
Q2 | $371K | Buy |
6,930
+170
| +3% | +$9.1K | 0.37% | 88 |
|
|
2017
Q1 | $390K | Buy |
+6,760
| New | +$390K | 0.47% | 60 |
|