Crewe Advisors’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 | $10.7K | Buy |
186
+102
| +121% | +$5.87K | ﹤0.01% | 451 |
|
|
2025
Q1 | $4.85K | Buy |
84
+64
| +320% | +$3.69K | ﹤0.01% | 486 |
|
|
2024
Q4 | $1.08K | Sell |
20
-128
| -86% | -$6.94K | ﹤0.01% | 531 |
|
|
2024
Q3 | $9.39K | Buy |
148
+32
| +28% | +$2.03K | ﹤0.01% | 503 |
|
|
2024
Q2 | $6.13K | Sell |
116
-27
| -19% | -$1.43K | ﹤0.01% | 762 |
|
|
2024
Q1 | $7.74K | Buy |
+143
| New | +$7.74K | ﹤0.01% | 661 |
|
|
2023
Q4 | – | Sell |
-88
| Closed | -$4.4K | – | 612 |
|
|
2023
Q3 | $4.4K | Buy |
88
+48
| +120% | +$2.4K | ﹤0.01% | 295 |
|
|
2023
Q2 | $2.39K | Buy |
40
+24
| +150% | +$1.44K | ﹤0.01% | 523 |
|
|
2023
Q1 | $1.01K | Sell |
16
-50
| -76% | -$3.17K | ﹤0.01% | 754 |
|
|
2022
Q4 | $4.19K | Sell |
66
-258
| -80% | -$16.4K | ﹤0.01% | 706 |
|
|
2022
Q3 | $19K | Buy |
324
+78
| +32% | +$4.57K | ﹤0.01% | 477 |
|
|
2022
Q2 | $17K | Buy |
+246
| New | +$17K | ﹤0.01% | 467 |
|