FourThought Financial Partners’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 | $454K | Sell |
7,875
-19,401
| -71% | -$1.12M | 0.04% | 197 |
|
2025
Q1 | $1.58M | Sell |
27,276
-363
| -1% | -$21.1K | 0.17% | 107 |
|
2024
Q4 | $1.48M | Sell |
27,639
-2,762
| -9% | -$148K | 0.15% | 113 |
|
2024
Q3 | $1.93M | Sell |
30,401
-71
| -0.2% | -$4.5K | 0.23% | 88 |
|
2024
Q2 | $1.61M | Sell |
30,472
-14,388
| -32% | -$760K | 0.21% | 89 |
|
2024
Q1 | $2.43M | Buy |
44,860
+3,109
| +7% | +$168K | 0.28% | 88 |
|
2023
Q4 | $2.4M | Sell |
41,751
-1,236
| -3% | -$71K | 0.3% | 82 |
|
2023
Q3 | $2.15M | Buy |
42,987
+830
| +2% | +$41.5K | 0.3% | 79 |
|
2023
Q2 | $2.52M | Sell |
42,157
-15,944
| -27% | -$953K | 0.33% | 79 |
|
2023
Q1 | $3.68M | Buy |
58,101
+2,373
| +4% | +$150K | 0.5% | 61 |
|
2022
Q4 | $3.53M | Buy |
+55,728
| New | +$3.53M | 0.51% | 52 |
|