Evanson Asset 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
Q1 | – | Sell |
-5,172
| Closed | -$276K | – | 321 |
|
|
2024
Q4 | $276K | Buy |
5,172
+14
| +0.3% | +$748 | 0.02% | 254 |
|
|
2024
Q3 | $327K | Buy |
5,158
+13
| +0.3% | +$824 | 0.02% | 231 |
|
|
2024
Q2 | $272K | Sell |
5,145
-95
| -2% | -$5.02K | 0.02% | 251 |
|
|
2024
Q1 | $283K | Sell |
5,240
-295
| -5% | -$16K | 0.02% | 250 |
|
|
2023
Q4 | $318K | Buy |
5,535
+1,000
| +22% | +$57.4K | 0.03% | 226 |
|
|
2023
Q3 | $226K | Buy |
+4,535
| New | +$226K | 0.02% | 250 |
|
|
2022
Q3 | – | Sell |
-7,435
| Closed | -$508K | – | 273 |
|
|
2022
Q2 | $508K | Buy |
+7,435
| New | +$508K | 0.06% | 156 |
|