Founders Financial Securities’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 | $1.24M | Sell |
21,492
-268
| -1% | -$15.4K | 0.09% | 206 |
|
|
2025
Q1 | $1.25M | Buy |
21,760
+811
| +4% | +$46.4K | 0.11% | 189 |
|
|
2024
Q4 | $1.12M | Sell |
20,949
-134
| -0.6% | -$7.16K | 0.1% | 170 |
|
|
2024
Q3 | $1.34M | Sell |
21,083
-127
| -0.6% | -$8.05K | 0.12% | 147 |
|
|
2024
Q2 | $1.12M | Buy |
21,210
+181
| +0.9% | +$9.56K | 0.11% | 163 |
|
|
2024
Q1 | $1.14M | Buy |
21,029
+598
| +3% | +$32.4K | 0.12% | 149 |
|
|
2023
Q4 | $1.17M | Buy |
20,431
+155
| +0.8% | +$8.9K | 0.13% | 138 |
|
|
2023
Q3 | $1.01M | Buy |
20,276
+3,254
| +19% | +$163K | 0.13% | 136 |
|
|
2023
Q2 | $1.02M | Buy |
17,022
+627
| +4% | +$37.5K | 0.13% | 138 |
|
|
2023
Q1 | $1.04M | Sell |
16,395
-536
| -3% | -$33.9K | 0.15% | 135 |
|
|
2022
Q4 | $1.07M | Sell |
16,931
-2,038
| -11% | -$129K | 0.17% | 127 |
|
|
2022
Q3 | $1.1M | Buy |
+18,969
| New | +$1.1M | 0.2% | 106 |
|
|
2022
Q2 | – | Sell |
-19,713
| Closed | -$1.37M | – | 290 |
|
|
2022
Q1 | $1.37M | Buy |
19,713
+138
| +0.7% | +$9.56K | 0.24% | 87 |
|
|
2021
Q4 | $1.4M | Sell |
19,575
-532
| -3% | -$38.1K | 0.25% | 84 |
|
|
2021
Q3 | $1.26M | Sell |
20,107
-447
| -2% | -$28.1K | 0.25% | 83 |
|
|
2021
Q2 | $1.33M | Buy |
20,554
+2,740
| +15% | +$177K | 0.26% | 83 |
|
|
2021
Q1 | $1.1M | Buy |
17,814
+10,693
| +150% | +$658K | 0.25% | 81 |
|
|
2020
Q4 | $429K | Buy |
+7,121
| New | +$429K | 0.1% | 140 |
|