CWA Asset Management 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 | $468K | Sell |
8,121
-95
| -1% | -$5.47K | 0.02% | 459 |
|
|
2025
Q1 | $477K | Buy |
8,216
+687
| +9% | +$39.9K | 0.02% | 441 |
|
|
2024
Q4 | $402K | Sell |
7,529
-621
| -8% | -$33.2K | 0.02% | 425 |
|
|
2024
Q3 | $517K | Buy |
+8,150
| New | +$517K | 0.03% | 355 |
|
|
2024
Q1 | $529K | Buy |
9,784
+3,190
| +48% | +$173K | 0.03% | 313 |
|
|
2023
Q4 | $379K | Buy |
+6,594
| New | +$379K | 0.03% | 289 |
|