Financial Perspectives’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 | $116K | Hold |
2,011
| – | – | 0.04% | 210 |
|
|
2025
Q1 | $117K | Hold |
2,011
| – | – | 0.04% | 199 |
|
|
2024
Q4 | $107K | Hold |
2,011
| – | – | 0.04% | 207 |
|
|
2024
Q3 | $128K | Hold |
2,011
| – | – | 0.04% | 186 |
|
|
2024
Q2 | $106K | Hold |
2,011
| – | – | 0.04% | 196 |
|
|
2024
Q1 | $109K | Hold |
2,011
| – | – | 0.04% | 197 |
|
|
2023
Q4 | $115K | Hold |
2,011
| – | – | 0.05% | 183 |
|
|
2023
Q3 | $100K | Hold |
2,011
| – | – | 0.05% | 185 |
|
|
2023
Q2 | $120K | Hold |
2,011
| – | – | 0.05% | 162 |
|
|
2023
Q1 | $127K | Hold |
2,011
| – | – | 0.06% | 155 |
|
|
2022
Q4 | $128K | Hold |
2,011
| – | – | 0.07% | 151 |
|
|
2022
Q3 | $117K | Hold |
2,011
| – | – | 0.07% | 159 |
|
|
2022
Q2 | $137K | Hold |
2,011
| – | – | 0.08% | 147 |
|
|
2022
Q1 | $139K | Hold |
2,011
| – | – | 0.07% | 152 |
|
|
2021
Q4 | $144K | Sell |
2,011
-64
| -3% | -$4.58K | 0.07% | 146 |
|
|
2021
Q3 | $130K | Hold |
2,075
| – | – | 0.07% | 152 |
|
|
2021
Q2 | $134K | Sell |
2,075
-129,710
| -98% | -$8.39M | 0.07% | 158 |
|
|
2021
Q1 | $2.01M | Buy |
131,785
+129,710
| +6,251% | +$1.98M | 0.1% | 145 |
|
|
2020
Q4 | $125K | Hold |
2,075
| – | – | 0.07% | 152 |
|
|
2020
Q3 | $122K | Hold |
2,075
| – | – | 0.08% | 139 |
|
|
2020
Q2 | $120K | Hold |
2,075
| – | – | 0.09% | 123 |
|
|
2020
Q1 | $100K | Hold |
2,075
| – | – | 0.08% | 113 |
|
|
2019
Q4 | $148K | Buy |
+2,075
| New | +$148K | 0.1% | 97 |
|