Convergence Financial’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 | $1.16M | Buy |
20,211
+1,280
| +7% | +$73.7K | 0.2% | 71 |
|
|
2025
Q1 | $1.1M | Buy |
18,931
+2,053
| +12% | +$119K | 0.22% | 65 |
|
|
2024
Q4 | $901K | Buy |
16,878
+795
| +5% | +$42.5K | 0.18% | 63 |
|
|
2024
Q3 | $1.02M | Buy |
16,083
+6,250
| +64% | +$396K | 0.22% | 59 |
|
|
2024
Q2 | $519K | Buy |
+9,833
| New | +$519K | 0.14% | 88 |
|