Demars Financial 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 | $684K | Sell |
11,879
-640,792
| -98% | -$36.9M | 0.26% | 40 |
|
|
2025
Q1 | $11.3M | Buy |
652,671
+75,683
| +13% | +$1.3M | 0.32% | 34 |
|
|
2024
Q4 | $10.8M | Buy |
+576,988
| New | +$10.8M | 0.35% | 36 |
|
|
2020
Q2 | – | Sell |
-59,661
| Closed | -$2.88M | – | 67 |
|
|
2020
Q1 | $2.88M | Buy |
59,661
+2,481
| +4% | +$120K | 3.01% | 7 |
|
|
2019
Q4 | $4.08M | Buy |
+57,180
| New | +$4.08M | 3.69% | 6 |
|