Financial Gravity Asset Management’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $7.14K | Buy |
+123
| New | +$7.14K | ﹤0.01% | 670 |
|
|
2024
Q2 | – | Sell |
-292
| Closed | -$15.9K | – | 2167 |
|
|
2024
Q1 | $15.9K | Sell |
292
-236
| -45% | -$12.8K | ﹤0.01% | 608 |
|
|
2023
Q4 | $25.3K | Buy |
528
+82
| +18% | +$3.94K | ﹤0.01% | 659 |
|
|
2023
Q3 | $20.6K | Buy |
446
+386
| +643% | +$17.8K | ﹤0.01% | 545 |
|
|
2023
Q2 | $12K | Sell |
60
-3
| -5% | -$601 | 0.03% | 266 |
|
|
2023
Q1 | $5.91K | Hold |
63
| – | – | 0.18% | 123 |
|
|
2022
Q4 | $10.7K | Sell |
63
-923
| -94% | -$156K | 0.06% | 232 |
|
|
2022
Q3 | $4.46K | Sell |
986
-306
| -24% | -$1.38K | 0.15% | 138 |
|
|
2022
Q2 | $5.36K | Buy |
1,292
+1,223
| +1,772% | +$5.08K | 0.17% | 118 |
|
|
2022
Q1 | $18 | Buy |
+69
| New | +$18 | ﹤0.01% | 722 |
|
|
2021
Q4 | – | Sell |
-4
| Closed | -$65K | – | 998 |
|
|
2021
Q3 | $65K | Hold |
4
| – | – | 0.03% | 473 |
|
|
2021
Q2 | $67K | Sell |
4
-6
| -60% | -$101K | 0.02% | 476 |
|
|
2021
Q1 | $666 | Sell |
10
-3
| -23% | -$200 | 0.01% | 371 |
|
|
2020
Q4 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 431 |
|
|
2020
Q2 | – | Sell |
-128
| Closed | -$6.19K | – | 611 |
|
|
2020
Q1 | $6.19K | Sell |
128
-101
| -44% | -$4.88K | 0.02% | 312 |
|
|
2019
Q4 | $74K | Sell |
229
-26
| -10% | -$8.4K | 0.05% | 454 |
|
|
2019
Q3 | $19K | Buy |
255
+89
| +54% | +$6.63K | 0.02% | 467 |
|
|
2019
Q2 | $11K | Sell |
166
-121
| -42% | -$8.02K | 0.01% | 582 |
|
|
2019
Q1 | $20K | Buy |
+287
| New | +$20K | 0.02% | 447 |
|
|
2018
Q3 | $10K | Buy |
169
+12
| +8% | +$710 | 0.01% | 576 |
|
|
2018
Q2 | $9K | Sell |
157
-736
| -82% | -$42.2K | 0.01% | 596 |
|
|
2018
Q1 | $44K | Buy |
+893
| New | +$44K | 0.05% | 344 |
|