Fortis Group Advisors’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 | $518K | Buy |
9,209
+8,259
| +869% | +$465K | 0.09% | 154 |
|
|
2025
Q1 | $55.1K | Hold |
950
| – | – | 0.01% | 211 |
|
|
2024
Q4 | $50.7K | Hold |
950
| – | – | 0.01% | 216 |
|
|
2024
Q3 | $60.2K | Hold |
950
| – | – | 0.01% | 204 |
|
|
2024
Q2 | $50.2K | Hold |
950
| – | – | 0.01% | 209 |
|
|
2024
Q1 | $51.4K | Sell |
950
-950
| -50% | -$51.4K | 0.01% | 225 |
|
|
2023
Q4 | $109K | Buy |
1,900
+950
| +100% | +$54.5K | 0.03% | 139 |
|
|
2023
Q3 | $47.4K | Buy |
+950
| New | +$47.4K | 0.01% | 142 |
|
|
2020
Q3 | $892K | Buy |
+15,180
| New | +$892K | 0.17% | 68 |
|