First Affirmative Financial Network’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 | $596K | Buy |
10,273
+1,131
| +12% | +$65.6K | 0.37% | 72 |
|
|
2024
Q4 | $488K | Sell |
9,142
-343
| -4% | -$18.3K | 0.28% | 92 |
|
|
2024
Q3 | $602K | Sell |
9,485
-415
| -4% | -$26.3K | 0.33% | 79 |
|
|
2024
Q2 | $523K | Buy |
9,900
+72
| +0.7% | +$3.8K | 0.36% | 71 |
|
|
2024
Q1 | $532K | Buy |
9,828
+201
| +2% | +$10.9K | 0.39% | 68 |
|
|
2023
Q4 | $553K | Sell |
9,627
-99
| -1% | -$5.68K | 0.44% | 55 |
|
|
2023
Q3 | $486K | Buy |
9,726
+179
| +2% | +$8.94K | 0.48% | 56 |
|
|
2023
Q2 | $571K | Buy |
9,547
+880
| +10% | +$52.6K | 0.57% | 40 |
|
|
2023
Q1 | $549K | Buy |
8,667
+1,596
| +23% | +$101K | 0.64% | 35 |
|
|
2022
Q4 | $449K | Sell |
7,071
-468
| -6% | -$29.7K | 0.54% | 47 |
|
|
2022
Q3 | $439K | Sell |
7,539
-601
| -7% | -$35K | 0.56% | 40 |
|
|
2022
Q2 | $556K | Sell |
8,140
-292
| -3% | -$19.9K | 0.63% | 36 |
|
|
2022
Q1 | $584K | Buy |
8,432
+180
| +2% | +$12.5K | 0.56% | 41 |
|
|
2021
Q4 | $591K | Buy |
8,252
+63
| +0.8% | +$4.51K | 0.54% | 43 |
|
|
2021
Q3 | $515K | Buy |
+8,189
| New | +$515K | 0.53% | 48 |
|