Everhart 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 | $427K | Buy |
7,414
+691
| +10% | +$39.8K | 0.05% | 245 |
|
|
2025
Q1 | $390K | Buy |
6,723
+2,008
| +43% | +$116K | 0.05% | 242 |
|
|
2024
Q4 | $252K | Sell |
4,715
-1,275
| -21% | -$68.1K | 0.05% | 276 |
|
|
2024
Q3 | $380K | Buy |
5,990
+1,319
| +28% | +$83.7K | 0.08% | 227 |
|
|
2024
Q2 | $247K | Buy |
+4,671
| New | +$247K | 0.06% | 252 |
|