Fiduciary Alliance’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 | $272K | Buy |
+4,719
| New | +$272K | 0.02% | 404 |
|
|
2023
Q3 | – | Sell |
-1,539
| Closed | -$92K | – | 676 |
|
|
2023
Q2 | $92K | Buy |
+1,539
| New | +$92K | 0.02% | 226 |
|
|
2023
Q1 | – | Sell |
-834
| Closed | -$52.9K | – | 613 |
|
|
2022
Q4 | $52.9K | Buy |
+834
| New | +$52.9K | 0.01% | 221 |
|