Frank Rimerman 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 | $2.47M | Buy |
42,906
+6,632
| +18% | +$382K | 0.17% | 100 |
|
|
2025
Q1 | $2.1M | Sell |
36,274
-6,088
| -14% | -$353K | 0.17% | 103 |
|
|
2024
Q4 | $2.26M | Buy |
42,362
+5,339
| +14% | +$285K | 0.16% | 92 |
|
|
2024
Q3 | $2.35M | Sell |
37,023
-415
| -1% | -$26.3K | 0.17% | 106 |
|
|
2024
Q2 | $1.98M | Buy |
+37,438
| New | +$1.98M | 0.14% | 121 |
|