EverSource Wealth Advisors’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 | $490K | Buy |
8,505
+2,258
| +36% | +$130K | 0.02% | 463 |
|
|
2025
Q1 | $362K | Buy |
6,247
+1,119
| +22% | +$64.9K | 0.02% | 462 |
|
|
2024
Q4 | $274K | Sell |
5,128
-98
| -2% | -$5.23K | 0.02% | 535 |
|
|
2024
Q3 | $331K | Sell |
5,226
-1,015
| -16% | -$64.4K | 0.02% | 422 |
|
|
2024
Q2 | $358K | Buy |
6,241
+1,026
| +20% | +$58.9K | 0.02% | 388 |
|
|
2024
Q1 | $279K | Buy |
5,215
+4,524
| +655% | +$242K | 0.02% | 394 |
|
|
2023
Q4 | $39.7K | Buy |
691
+424
| +159% | +$24.3K | ﹤0.01% | 990 |
|
|
2023
Q3 | $13.3K | Sell |
267
-752
| -74% | -$37.6K | ﹤0.01% | 1292 |
|
|
2023
Q2 | $60.9K | Sell |
1,019
-667
| -40% | -$39.9K | 0.01% | 759 |
|
|
2023
Q1 | $107K | Buy |
1,686
+348
| +26% | +$22K | 0.01% | 526 |
|
|
2022
Q4 | $84.9K | Buy |
1,338
+878
| +191% | +$55.7K | 0.01% | 564 |
|
|
2022
Q3 | $26K | Buy |
460
+154
| +50% | +$8.7K | 0.01% | 820 |
|
|
2022
Q2 | $20K | Sell |
306
-437
| -59% | -$28.6K | 0.01% | 829 |
|
|
2022
Q1 | $52K | Sell |
743
-37
| -5% | -$2.59K | 0.01% | 461 |
|
|
2021
Q4 | $56K | Buy |
+780
| New | +$56K | 0.02% | 409 |
|