Focus Partners Wealth’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 | $3.89M | Sell |
67,512
-1,192
| -2% | -$68.7K | 0.01% | 744 |
|
|
2025
Q1 | $3.99M | Buy |
68,704
+3,895
| +6% | +$226K | 0.01% | 689 |
|
|
2024
Q4 | $3.46M | Buy |
64,809
+5,457
| +9% | +$291K | 0.01% | 710 |
|
|
2024
Q3 | $3.76M | Sell |
59,352
-69,172
| -54% | -$4.39M | 0.01% | 625 |
|
|
2024
Q2 | $6.79M | Buy |
128,524
+62,299
| +94% | +$3.29M | 0.02% | 441 |
|
|
2024
Q1 | $3.58M | Buy |
66,225
+31,477
| +91% | +$1.7M | 0.03% | 383 |
|
|
2023
Q4 | $2M | Buy |
+34,748
| New | +$2M | 0.03% | 355 |
|