Foundations Investment 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 | $647K | Buy |
11,230
+1,923
| +21% | +$111K | 0.01% | 528 |
|
|
2025
Q1 | $540K | Buy |
9,307
+1,031
| +12% | +$59.8K | 0.01% | 559 |
|
|
2024
Q4 | $442K | Sell |
8,276
-644
| -7% | -$34.4K | 0.01% | 561 |
|
|
2024
Q3 | $566K | Buy |
8,920
+1,785
| +25% | +$113K | 0.01% | 494 |
|
|
2024
Q2 | $377K | Buy |
+7,135
| New | +$377K | 0.01% | 557 |
|
|
2024
Q1 | – | Sell |
-5,094
| Closed | -$281K | – | 734 |
|
|
2023
Q4 | $281K | Sell |
5,094
-4,819
| -49% | -$266K | 0.01% | 564 |
|
|
2023
Q3 | $495K | Buy |
9,913
+1,897
| +24% | +$94.7K | 0.02% | 384 |
|
|
2023
Q2 | $479K | Buy |
8,016
+1,701
| +27% | +$102K | 0.02% | 371 |
|
|
2023
Q1 | $400K | Buy |
6,315
+1,826
| +41% | +$116K | 0.01% | 353 |
|
|
2022
Q4 | $285K | Buy |
+4,489
| New | +$285K | 0.01% | 351 |
|
|
2018
Q4 | – | Sell |
-4,058
| Closed | -$224K | – | 120 |
|
|
2018
Q3 | $224K | Buy |
+4,058
| New | +$224K | 0.05% | 90 |
|