GC Wealth Management RIA’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 | $712K | Buy |
12,359
+4,495
| +57% | +$259K | 0.06% | 256 |
|
|
2025
Q1 | $456K | Buy |
7,864
+20
| +0.3% | +$1.16K | 0.08% | 193 |
|
|
2024
Q4 | $419K | Sell |
7,844
-1,467
| -16% | -$78.4K | 0.07% | 201 |
|
|
2024
Q3 | $591K | Buy |
9,311
+127
| +1% | +$8.05K | 0.1% | 170 |
|
|
2024
Q2 | $485K | Buy |
9,184
+4,478
| +95% | +$237K | 0.1% | 173 |
|
|
2024
Q1 | $255K | Buy |
4,706
+384
| +9% | +$20.8K | 0.05% | 244 |
|
|
2023
Q4 | $248K | Buy |
+4,322
| New | +$248K | 0.11% | 183 |
|