Founders Financial Alliance’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 | $387K | Sell |
6,726
-3,062
| -31% | -$176K | 0.09% | 218 |
|
|
2025
Q1 | $568K | Buy |
9,788
+1,877
| +24% | +$109K | 0.14% | 156 |
|
|
2024
Q4 | $423K | Sell |
7,911
-485
| -6% | -$25.9K | 0.12% | 172 |
|
|
2024
Q3 | $532K | Buy |
8,396
+261
| +3% | +$16.6K | 0.15% | 141 |
|
|
2024
Q2 | $430K | Sell |
8,135
-2,336
| -22% | -$123K | 0.13% | 162 |
|
|
2024
Q1 | $566K | Buy |
10,471
+874
| +9% | +$47.3K | 0.17% | 119 |
|
|
2023
Q4 | $551K | Buy |
9,597
+249
| +3% | +$14.3K | 0.21% | 101 |
|
|
2023
Q3 | $467K | Sell |
9,348
-39
| -0.4% | -$1.95K | 0.2% | 105 |
|
|
2023
Q2 | $561K | Sell |
9,387
-382
| -4% | -$22.8K | 0.22% | 102 |
|
|
2023
Q1 | $616K | Sell |
9,769
-766
| -7% | -$48.3K | 0.31% | 77 |
|
|
2022
Q4 | $668K | Buy |
10,535
+41
| +0.4% | +$2.6K | 0.31% | 75 |
|
|
2022
Q3 | $611K | Sell |
10,494
-18,484
| -64% | -$1.08M | 0.31% | 75 |
|
|
2022
Q2 | $1.98M | Buy |
28,978
+17,782
| +159% | +$1.21M | 1% | 20 |
|
|
2022
Q1 | $776K | Sell |
11,196
-34
| -0.3% | -$2.36K | 0.34% | 70 |
|
|
2021
Q4 | $804K | Sell |
11,230
-808
| -7% | -$57.8K | 0.32% | 74 |
|
|
2021
Q3 | $757K | Buy |
12,038
+387
| +3% | +$24.3K | 0.35% | 72 |
|
|
2021
Q2 | $754K | Buy |
11,651
+986
| +9% | +$63.8K | 0.34% | 72 |
|
|
2021
Q1 | $673K | Buy |
10,665
+1,690
| +19% | +$107K | 0.33% | 74 |
|
|
2020
Q4 | $540K | Buy |
8,975
+763
| +9% | +$45.9K | 0.31% | 75 |
|
|
2020
Q3 | $484K | Buy |
+8,212
| New | +$484K | 0.29% | 74 |
|