Deseret Mutual Benefit Administrators’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 | $49.8K | Hold |
865
| – | – | 0.02% | 303 |
|
|
2025
Q1 | $50.2K | Buy |
865
+126
| +17% | +$7.31K | 0.02% | 294 |
|
|
2024
Q4 | $39.5K | Hold |
739
| – | – | 0.02% | 329 |
|
|
2024
Q3 | $46.9K | Buy |
739
+23
| +3% | +$1.46K | 0.02% | 313 |
|
|
2024
Q2 | $37.8K | Buy |
716
+142
| +25% | +$7.5K | 0.02% | 327 |
|
|
2024
Q1 | $31.1K | Hold |
574
| – | – | 0.02% | 367 |
|
|
2023
Q4 | $33K | Buy |
574
+23
| +4% | +$1.32K | 0.02% | 340 |
|
|
2023
Q3 | $27.5K | Buy |
551
+2
| +0.4% | +$100 | 0.01% | 399 |
|
|
2023
Q2 | $32.8K | Hold |
549
| – | – | 0.01% | 382 |
|
|
2023
Q1 | $34.8K | Hold |
549
| – | – | 0.01% | 365 |
|
|
2022
Q4 | $34.8K | Sell |
549
-453
| -45% | -$28.7K | 0.01% | 358 |
|
|
2022
Q3 | $58K | Sell |
1,002
-413
| -29% | -$23.9K | 0.02% | 365 |
|
|
2022
Q2 | $97K | Sell |
1,415
-25
| -2% | -$1.71K | 0.02% | 329 |
|
|
2022
Q1 | $100K | Sell |
1,440
-360
| -20% | -$25K | 0.02% | 354 |
|
|
2021
Q4 | $129K | Buy |
1,800
+660
| +58% | +$47.3K | 0.02% | 328 |
|
|
2021
Q3 | $72K | Hold |
1,140
| – | – | 0.01% | 408 |
|
|
2021
Q2 | $74K | Buy |
+1,140
| New | +$74K | 0.02% | 432 |
|