CVA Family Office’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 | $55.5K | Buy |
963
+176
| +22% | +$10.1K | 0.01% | 531 |
|
|
2025
Q1 | $45.7K | Buy |
787
+272
| +53% | +$15.8K | 0.01% | 537 |
|
|
2024
Q4 | $27.5K | Buy |
515
+296
| +135% | +$15.8K | ﹤0.01% | 627 |
|
|
2024
Q3 | $13.9K | Buy |
219
+44
| +25% | +$2.79K | ﹤0.01% | 714 |
|
|
2024
Q2 | $9.24K | Buy |
175
+9
| +5% | +$475 | ﹤0.01% | 753 |
|
|
2024
Q1 | $8.98K | Sell |
166
-333
| -67% | -$18K | ﹤0.01% | 754 |
|
|
2023
Q4 | $28.7K | Buy |
+499
| New | +$28.7K | 0.01% | 563 |
|
|
2023
Q3 | – | Sell |
-344
| Closed | -$20.6K | – | 713 |
|
|
2023
Q2 | $20.6K | Sell |
344
-30
| -8% | -$1.79K | ﹤0.01% | 607 |
|
|
2023
Q1 | $23.7K | Sell |
374
-315
| -46% | -$19.9K | 0.01% | 559 |
|
|
2022
Q4 | $43.7K | Sell |
689
-100
| -13% | -$6.34K | 0.01% | 442 |
|
|
2022
Q3 | $46K | Sell |
789
-380
| -33% | -$22.2K | 0.01% | 390 |
|
|
2022
Q2 | $80K | Buy |
1,169
+290
| +33% | +$19.8K | 0.02% | 279 |
|
|
2022
Q1 | $61K | Buy |
879
+380
| +76% | +$26.4K | 0.01% | 358 |
|
|
2021
Q4 | $36K | Buy |
+499
| New | +$36K | 0.01% | 420 |
|
|
2021
Q3 | – | Sell |
-304
| Closed | -$20K | – | 714 |
|
|
2021
Q2 | $20K | Buy |
304
+31
| +11% | +$2.04K | 0.01% | 528 |
|
|
2021
Q1 | $17K | Buy |
+273
| New | +$17K | 0.01% | 439 |
|