FinTrust Capital Advisors’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $113K | Buy |
1,781
+1,513
| +565% | +$96K | 0.02% | 399 |
|
|
2024
Q2 | $14.2K | Sell |
268
-314
| -54% | -$16.6K | ﹤0.01% | 814 |
|
|
2024
Q1 | $31.5K | Hold |
582
| – | – | 0.01% | 642 |
|
|
2023
Q4 | $33.4K | Buy |
582
+11
| +2% | +$632 | 0.01% | 579 |
|
|
2023
Q3 | $28.5K | Buy |
571
+429
| +302% | +$21.4K | 0.01% | 578 |
|
|
2023
Q2 | $9.01K | Hold |
142
| – | – | ﹤0.01% | 779 |
|
|
2023
Q1 | $9.01K | Hold |
142
| – | – | ﹤0.01% | 777 |
|
|
2022
Q4 | $9.01K | Buy |
142
+61
| +75% | +$3.87K | ﹤0.01% | 778 |
|
|
2022
Q3 | $5K | Hold |
81
| – | – | ﹤0.01% | 1020 |
|
|
2022
Q2 | $6K | Hold |
81
| – | – | ﹤0.01% | 1005 |
|
|
2022
Q1 | $6K | Hold |
81
| – | – | ﹤0.01% | 1038 |
|
|
2021
Q4 | $6K | Buy |
+81
| New | +$6K | ﹤0.01% | 998 |
|
|
2019
Q2 | – | Hold |
0
| – | -$9K | – | 1186 |
|
|
2019
Q1 | – | Hold |
0
| – | -$8K | – | 797 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 818 |
|