Family Legacy Inc’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 | $575K | Sell |
9,981
-5
| -0.1% | -$288 | 0.19% | 95 |
|
2025
Q1 | $579K | Hold |
9,986
| – | – | 0.2% | 94 |
|
2024
Q4 | $524K | Buy |
9,986
+380
| +4% | +$20K | 0.18% | 96 |
|
2024
Q3 | $609K | Hold |
9,606
| – | – | 0.2% | 94 |
|
2024
Q2 | $507K | Sell |
9,606
-84
| -0.9% | -$4.44K | 0.18% | 94 |
|
2024
Q1 | $524K | Buy |
9,690
+40
| +0.4% | +$2.16K | 0.19% | 95 |
|
2023
Q4 | $554K | Sell |
9,650
-273
| -3% | -$15.7K | 0.21% | 92 |
|
2023
Q3 | $496K | Buy |
9,923
+185
| +2% | +$9.24K | 0.21% | 93 |
|
2023
Q2 | $582K | Sell |
9,738
-55
| -0.6% | -$3.29K | 0.23% | 90 |
|
2023
Q1 | $620K | Buy |
9,793
+500
| +5% | +$31.7K | 0.27% | 88 |
|
2022
Q4 | $625K | Sell |
9,293
-505
| -5% | -$34K | 0.27% | 88 |
|
2022
Q3 | $570K | Hold |
9,798
| – | – | 0.29% | 86 |
|
2022
Q2 | $680K | Sell |
9,798
-55
| -0.6% | -$3.82K | 0.32% | 82 |
|
2022
Q1 | $683K | Hold |
9,853
| – | – | 0.28% | 88 |
|
2021
Q4 | $702K | Sell |
9,853
-418
| -4% | -$29.8K | 0.29% | 87 |
|
2021
Q3 | $669K | Hold |
10,271
| – | – | 0.3% | 85 |
|
2021
Q2 | $696K | Sell |
10,271
-57
| -0.6% | -$3.86K | 0.31% | 81 |
|
2021
Q1 | $635K | Buy |
10,328
+15
| +0.1% | +$922 | 0.3% | 80 |
|
2020
Q4 | $621K | Sell |
10,313
-3,005
| -23% | -$181K | 0.32% | 83 |
|
2020
Q3 | $784K | Sell |
13,318
-21
| -0.2% | -$1.24K | 0.44% | 73 |
|
2020
Q2 | $769K | Sell |
13,339
-619
| -4% | -$35.7K | 0.46% | 71 |
|
2020
Q1 | $674K | Buy |
13,958
+88
| +0.6% | +$4.25K | 0.49% | 70 |
|
2019
Q4 | $1M | Buy |
13,870
+21
| +0.2% | +$1.52K | 0.57% | 64 |
|
2019
Q3 | $1.04M | Buy |
13,849
+2,494
| +22% | +$187K | 0.65% | 57 |
|
2019
Q2 | $759K | Buy |
11,355
+209
| +2% | +$14K | 0.59% | 60 |
|
2019
Q1 | $778K | Sell |
11,146
-82
| -0.7% | -$5.72K | 0.63% | 59 |
|
2018
Q4 | $686K | Sell |
11,228
-103
| -0.9% | -$6.29K | 0.61% | 59 |
|
2018
Q3 | $625K | Buy |
11,331
+188
| +2% | +$10.4K | 0.51% | 64 |
|
2018
Q2 | $581K | Buy |
11,143
+413
| +4% | +$21.5K | 0.5% | 60 |
|
2018
Q1 | $538K | Hold |
10,730
| – | – | 0.5% | 62 |
|
2017
Q4 | $593K | Buy |
+10,730
| New | +$593K | 0.54% | 58 |
|
2017
Q3 | – | Sell |
-10,766
| Closed | -$576K | – | 81 |
|
2017
Q2 | $576K | Buy |
10,766
+387
| +4% | +$20.7K | 0.58% | 53 |
|
2017
Q1 | $599K | Buy |
+10,379
| New | +$599K | 0.62% | 52 |
|