Financial Partners Group (Kansas)’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 | $397K | Sell |
6,883
-828
| -11% | -$47.7K | 0.05% | 140 |
|
|
2025
Q1 | $447K | Buy |
7,711
+336
| +5% | +$19.5K | 0.07% | 119 |
|
|
2024
Q4 | $394K | Sell |
7,375
-528
| -7% | -$28.2K | 0.06% | 119 |
|
|
2024
Q3 | $501K | Sell |
7,903
-51
| -0.6% | -$3.24K | 0.07% | 109 |
|
|
2024
Q2 | $420K | Sell |
7,954
-128
| -2% | -$6.76K | 0.07% | 117 |
|
|
2024
Q1 | $437K | Buy |
8,082
+2,149
| +36% | +$116K | 0.07% | 113 |
|
|
2023
Q4 | $341K | Buy |
5,933
+4
| +0.1% | +$230 | 0.06% | 118 |
|
|
2023
Q3 | $297K | Sell |
5,929
-446
| -7% | -$22.4K | 0.06% | 122 |
|
|
2023
Q2 | $378K | Sell |
6,375
-24
| -0.4% | -$1.42K | 0.08% | 107 |
|
|
2023
Q1 | $405K | Buy |
6,399
+6
| +0.1% | +$380 | 0.09% | 99 |
|
|
2022
Q4 | $429K | Sell |
6,393
-837
| -12% | -$56.2K | 0.09% | 98 |
|
|
2022
Q3 | $421K | Buy |
7,230
+309
| +4% | +$18K | 0.11% | 91 |
|
|
2022
Q2 | $472K | Buy |
6,921
+95
| +1% | +$6.48K | 0.12% | 85 |
|
|
2022
Q1 | $473K | Buy |
6,826
+2
| +0% | +$139 | 0.1% | 101 |
|
|
2021
Q4 | $474K | Buy |
6,824
+2,354
| +53% | +$164K | 0.1% | 100 |
|
|
2021
Q3 | $281K | Buy |
4,470
+680
| +18% | +$42.7K | 0.07% | 134 |
|
|
2021
Q2 | $245K | Buy |
3,790
+4
| +0.1% | +$259 | 0.06% | 133 |
|
|
2021
Q1 | $233K | Buy |
+3,786
| New | +$233K | 0.07% | 129 |
|
|
2020
Q4 | – | Sell |
-52,770
| Closed | -$3.11M | – | 130 |
|
|
2020
Q3 | $3.11M | Sell |
52,770
-2,449
| -4% | -$144K | 1.07% | 25 |
|
|
2020
Q2 | $3.18M | Sell |
55,219
-29,225
| -35% | -$1.69M | 1.24% | 23 |
|
|
2020
Q1 | $3.8M | Buy |
84,444
+21,824
| +35% | +$983K | 2.36% | 13 |
|
|
2019
Q4 | $4.74M | Buy |
62,620
+2,367
| +4% | +$179K | 1.84% | 13 |
|
|
2019
Q3 | $4.48M | Buy |
60,253
+943
| +2% | +$70.1K | 1.99% | 13 |
|
|
2019
Q2 | $3.96M | Buy |
59,310
+2,589
| +5% | +$173K | 1.86% | 15 |
|
|
2019
Q1 | $4.04M | Buy |
56,721
+9,984
| +21% | +$712K | 2.19% | 15 |
|
|
2018
Q4 | $2.86M | Buy |
46,737
+40,832
| +691% | +$2.49M | 1.86% | 17 |
|
|
2018
Q3 | $326K | Hold |
5,905
| – | – | 0.21% | 56 |
|
|
2018
Q2 | $308K | Hold |
5,905
| – | – | 0.23% | 59 |
|
|
2018
Q1 | $295K | Hold |
5,905
| – | – | 0.23% | 61 |
|
|
2017
Q4 | $326K | Buy |
+5,905
| New | +$326K | 0.26% | 56 |
|