Coppell Advisory Solutions’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 | $1.93M | Sell |
33,919
-80
| -0.2% | -$4.56K | 0.23% | 96 |
|
|
2025
Q1 | $1.95M | Sell |
33,999
-953
| -3% | -$54.7K | 0.27% | 84 |
|
|
2024
Q4 | $1.84M | Buy |
34,952
+13
| +0% | +$685 | 0.26% | 82 |
|
|
2024
Q3 | $2.19M | Buy |
34,939
+1,438
| +4% | +$90.2K | 0.32% | 70 |
|
|
2024
Q2 | $1.77M | Buy |
+33,501
| New | +$1.77M | 0.29% | 77 |
|
|
2023
Q4 | $1.8M | Sell |
31,377
-1,755
| -5% | -$101K | 0.36% | 67 |
|
|
2023
Q3 | $2.1M | Buy |
33,132
+370
| +1% | +$23.5K | 0.72% | 34 |
|
|
2023
Q2 | $1.97M | Sell |
32,762
-812
| -2% | -$48.9K | 0.56% | 39 |
|
|
2023
Q1 | $2.1M | Buy |
33,574
+442
| +1% | +$27.7K | 0.69% | 33 |
|
|
2022
Q4 | $2.1M | Buy |
+33,132
| New | +$2.1M | 0.71% | 34 |
|
|
2020
Q4 | $814K | Buy |
+13,506
| New | +$814K | 0.41% | 63 |
|