Cyndeo Wealth Partners’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 | $393K | Sell |
6,827
-172
| -2% | -$9.91K | 0.02% | 336 |
|
|
2025
Q1 | $406K | Sell |
6,999
-4,713
| -40% | -$273K | 0.03% | 324 |
|
|
2024
Q4 | $626K | Sell |
11,712
-1,101
| -9% | -$58.8K | 0.04% | 265 |
|
|
2024
Q3 | $813K | Buy |
12,813
+91
| +0.7% | +$5.77K | 0.06% | 240 |
|
|
2024
Q2 | $672K | Buy |
12,722
+8,419
| +196% | +$445K | 0.05% | 247 |
|
|
2024
Q1 | $233K | Sell |
4,303
-120
| -3% | -$6.49K | 0.02% | 357 |
|
|
2023
Q4 | $254K | Sell |
4,423
-4,150
| -48% | -$238K | 0.02% | 323 |
|
|
2023
Q3 | $428K | Buy |
8,573
+1,359
| +19% | +$67.9K | 0.04% | 234 |
|
|
2023
Q2 | $431K | Sell |
7,214
-262
| -4% | -$15.7K | 0.05% | 227 |
|
|
2023
Q1 | $473K | Sell |
7,476
-1,568
| -17% | -$99.3K | 0.05% | 223 |
|
|
2022
Q4 | $574K | Buy |
+9,044
| New | +$574K | 0.07% | 205 |
|