Cornerstone Planning Group’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 | $6.64K | Buy |
116
+44
| +61% | +$2.52K | ﹤0.01% | 655 |
|
|
2025
Q1 | $4.18K | Buy |
72
+50
| +227% | +$2.9K | ﹤0.01% | 778 |
|
|
2024
Q4 | $1.23K | Sell |
22
-2
| -8% | -$112 | ﹤0.01% | 915 |
|
|
2024
Q3 | $1.45K | Buy |
24
+8
| +50% | +$483 | ﹤0.01% | 850 |
|
|
2024
Q2 | $947 | Buy |
16
+5
| +45% | +$296 | ﹤0.01% | 954 |
|
|
2024
Q1 | $608 | Buy |
+11
| New | +$608 | ﹤0.01% | 882 |
|
|
2023
Q4 | – | Sell |
-42
| Closed | -$2.12K | – | 1000 |
|
|
2023
Q3 | $2.12K | Sell |
42
-27
| -39% | -$1.36K | ﹤0.01% | 648 |
|
|
2023
Q2 | $4.13K | Buy |
+69
| New | +$4.13K | ﹤0.01% | 954 |
|
|
2022
Q4 | $2.81K | Buy |
+43
| New | +$2.81K | ﹤0.01% | 1097 |
|