Farther Finance 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 | $1.01M | Sell |
17,480
-665
| -4% | -$38.3K | 0.02% | 584 |
|
|
2025
Q1 | $1.04M | Buy |
18,145
+12,654
| +230% | +$723K | 0.03% | 484 |
|
|
2024
Q4 | $293K | Sell |
5,491
-377
| -6% | -$20.1K | 0.01% | 818 |
|
|
2024
Q3 | $372K | Buy |
5,868
+555
| +10% | +$35.2K | 0.01% | 719 |
|
|
2024
Q2 | $278K | Sell |
5,313
-206
| -4% | -$10.8K | 0.01% | 696 |
|
|
2024
Q1 | $295K | Buy |
5,519
+979
| +22% | +$52.3K | 0.02% | 559 |
|
|
2023
Q4 | $261K | Buy |
4,540
+1,166
| +35% | +$66.9K | 0.02% | 488 |
|
|
2023
Q3 | $168K | Buy |
3,374
+1,308
| +63% | +$65.3K | 0.03% | 421 |
|
|
2023
Q2 | $124K | Buy |
2,066
+205
| +11% | +$12.3K | 0.03% | 400 |
|
|
2023
Q1 | $118K | Buy |
1,861
+179
| +11% | +$11.3K | 0.03% | 363 |
|
|
2022
Q4 | $107K | Buy |
+1,682
| New | +$107K | 0.04% | 312 |
|