Envestnet Portfolio Solutions’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 | $3.3M | Buy |
57,330
+2,160
| +4% | +$124K | 0.01% | 447 |
|
|
2025
Q1 | $3.2M | Sell |
55,170
-10,231
| -16% | -$593K | 0.01% | 473 |
|
|
2024
Q4 | $3.49M | Sell |
65,401
-2,500
| -4% | -$134K | 0.01% | 492 |
|
|
2024
Q3 | $4.31M | Sell |
67,901
-1,518
| -2% | -$96.3K | 0.01% | 425 |
|
|
2024
Q2 | $3.67M | Buy |
69,419
+11,539
| +20% | +$609K | 0.01% | 455 |
|
|
2024
Q1 | $3.13M | Buy |
57,880
+14,644
| +34% | +$792K | 0.01% | 509 |
|
|
2023
Q4 | $2.48M | Buy |
43,236
+1,105
| +3% | +$63.4K | 0.01% | 529 |
|
|
2023
Q3 | $2.1M | Buy |
+42,131
| New | +$2.1M | 0.01% | 533 |
|