Gladstone Institutional Advisory’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 | $1.87M | Sell |
32,459
-2,314
| -7% | -$133K | 0.08% | 248 |
|
|
2025
Q1 | $2.02M | Sell |
34,773
-1,340
| -4% | -$77.7K | 0.09% | 227 |
|
|
2024
Q4 | $1.93M | Sell |
36,113
-7,157
| -17% | -$382K | 0.09% | 227 |
|
|
2024
Q3 | $2.74M | Sell |
43,270
-28,986
| -40% | -$1.84M | 0.13% | 178 |
|
|
2024
Q2 | $3.82M | Buy |
72,256
+1,594
| +2% | +$84.2K | 0.2% | 138 |
|
|
2024
Q1 | $3.82M | Buy |
70,662
+11,136
| +19% | +$602K | 0.21% | 133 |
|
|
2023
Q4 | $3.42M | Buy |
59,526
+585
| +1% | +$33.6K | 0.19% | 137 |
|
|
2023
Q3 | $2.94M | Sell |
58,941
-6,943
| -11% | -$347K | 0.19% | 137 |
|
|
2023
Q2 | $3.94M | Sell |
65,884
-307
| -0.5% | -$18.4K | 0.24% | 111 |
|
|
2023
Q1 | $4.19M | Buy |
66,191
+19,554
| +42% | +$1.24M | 0.27% | 102 |
|
|
2022
Q4 | $2.96M | Buy |
46,637
+19,849
| +74% | +$1.26M | 0.21% | 142 |
|
|
2022
Q3 | $1.56M | Sell |
26,788
-22,515
| -46% | -$1.31M | 0.12% | 205 |
|
|
2022
Q2 | $3.37M | Buy |
49,303
+3,715
| +8% | +$254K | 0.27% | 91 |
|
|
2022
Q1 | $3.16M | Buy |
45,588
+33,175
| +267% | +$2.3M | 0.21% | 120 |
|
|
2021
Q4 | $889K | Buy |
+12,413
| New | +$889K | 0.07% | 279 |
|