FPAS
Focus Partners Advisor Solutions’s Realty Income O Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Buy |
21,502
+10,978
| +104% | +$632K | 0.02% | 387 |
|
|
2025
Q1 | $611K | Sell |
10,524
-3,946
| -27% | -$229K | 0.01% | 530 |
|
|
2024
Q4 | $773K | Sell |
14,470
-2,970
| -17% | -$159K | 0.01% | 381 |
|
|
2024
Q3 | $1.11M | Sell |
17,440
-499
| -3% | -$31.6K | 0.02% | 277 |
|
|
2024
Q2 | $948K | Sell |
17,939
-163
| -0.9% | -$8.61K | 0.02% | 257 |
|
|
2024
Q1 | $979K | Buy |
18,102
+5,380
| +42% | +$291K | 0.03% | 243 |
|
|
2023
Q4 | $731K | Buy |
+12,722
| New | +$731K | 0.04% | 195 |
|
|
2022
Q4 | – | Sell |
-3,486
| Closed | -$203K | – | 398 |
|
|
2022
Q3 | $203K | Buy |
3,486
+501
| +17% | +$29.2K | 0.01% | 380 |
|
|
2022
Q2 | $204K | Buy |
2,985
+48
| +2% | +$3.28K | 0.02% | 337 |
|
|
2022
Q1 | $203K | Buy |
+2,937
| New | +$203K | 0.02% | 310 |
|