Creative Capital Management Investments’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 | $30.2K | Hold |
525
| – | – | 0.01% | 146 |
|
|
2025
Q1 | $30.5K | Hold |
525
| – | – | 0.01% | 131 |
|
|
2024
Q4 | $28K | Hold |
525
| – | – | 0.01% | 137 |
|
|
2024
Q3 | $33.3K | Buy |
525
+300
| +133% | +$19K | 0.01% | 116 |
|
|
2024
Q2 | $11.9K | Hold |
225
| – | – | 0.01% | 156 |
|
|
2024
Q1 | $12.2K | Hold |
225
| – | – | 0.01% | 146 |
|
|
2023
Q4 | $12.9K | Hold |
225
| – | – | 0.01% | 140 |
|
|
2023
Q3 | $11.2K | Hold |
225
| – | – | 0.01% | 150 |
|
|
2023
Q2 | $13.5K | Hold |
225
| – | – | 0.01% | 134 |
|
|
2023
Q1 | $14.2K | Sell |
225
-212
| -49% | -$13.4K | 0.01% | 141 |
|
|
2022
Q4 | $28K | Buy |
+437
| New | +$28K | 0.02% | 93 |
|