Forvis Mazars Wealth 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 | $323K | Buy |
5,601
+215
| +4% | +$12.4K | 0.01% | 341 |
|
|
2025
Q1 | $312K | Sell |
5,386
-182
| -3% | -$10.6K | 0.01% | 345 |
|
|
2024
Q4 | $297K | Sell |
5,568
-89
| -2% | -$4.75K | 0.01% | 373 |
|
|
2024
Q3 | $359K | Buy |
5,657
+2
| +0% | +$127 | 0.01% | 357 |
|
|
2024
Q2 | $299K | Buy |
5,655
+41
| +0.7% | +$2.17K | 0.01% | 352 |
|
|
2024
Q1 | $304K | Buy |
5,614
+653
| +13% | +$35.3K | 0.01% | 348 |
|
|
2023
Q4 | $285K | Sell |
4,961
-395
| -7% | -$22.7K | 0.01% | 340 |
|
|
2023
Q3 | $267K | Sell |
5,356
-6
| -0.1% | -$300 | 0.01% | 343 |
|
|
2023
Q2 | $321K | Buy |
5,362
+4
| +0.1% | +$239 | 0.01% | 349 |
|
|
2023
Q1 | $339K | Buy |
5,358
+356
| +7% | +$22.5K | 0.01% | 314 |
|
|
2022
Q4 | $317K | Buy |
5,002
+51
| +1% | +$3.24K | 0.01% | 317 |
|
|
2022
Q3 | $288K | Sell |
4,951
-996
| -17% | -$57.9K | 0.01% | 322 |
|
|
2022
Q2 | $406K | Buy |
5,947
+2,005
| +51% | +$137K | 0.02% | 280 |
|
|
2022
Q1 | $273K | Buy |
3,942
+4
| +0.1% | +$277 | 0.01% | 254 |
|
|
2021
Q4 | $282K | Sell |
3,938
-84
| -2% | -$6.02K | 0.01% | 235 |
|
|
2021
Q3 | $253K | Buy |
+4,022
| New | +$253K | 0.01% | 241 |
|