Delta Investment Management’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
$445K Sell
7,730
-447
-5% -$25.8K 0.09% 146
2025
Q1
$474K Sell
8,177
-2,369
-22% -$137K 0.1% 130
2024
Q4
$563K Sell
10,546
-6,082
-37% -$325K 0.11% 118
2024
Q3
$1.05M Sell
16,628
-1,138
-6% -$72.2K 0.21% 73
2024
Q2
$938K Buy
17,766
+2,778
+19% +$147K 0.21% 72
2024
Q1
$811K Buy
+14,988
New +$811K 0.18% 87
2020
Q1
Sell
-4,128
Closed -$294K 131
2019
Q4
$294K Buy
+4,128
New +$294K 0.11% 104