FSB Premier Wealth Management’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 | $407K | Buy |
7,070
+77
| +1% | +$4.44K | 0.15% | 146 |
|
|
2025
Q1 | $406K | Buy |
6,993
+87
| +1% | +$5.05K | 0.16% | 138 |
|
|
2024
Q4 | $369K | Sell |
6,906
-1,709
| -20% | -$91.3K | 0.15% | 144 |
|
|
2024
Q3 | $546K | Buy |
8,615
+4,363
| +103% | +$277K | 0.22% | 113 |
|
|
2024
Q2 | $225K | Buy |
4,252
+25
| +0.6% | +$1.32K | 0.1% | 169 |
|
|
2024
Q1 | $229K | Buy |
+4,227
| New | +$229K | 0.11% | 166 |
|
|
2022
Q1 | – | Sell |
-156
| Closed | -$11K | – | 383 |
|
|
2021
Q4 | $11K | Buy |
+156
| New | +$11K | ﹤0.01% | 402 |
|