Global Financial Private Client’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 | – | Sell |
-310
| Closed | -$18K | – | 1157 |
|
|
2025
Q1 | $18K | Hold |
310
| – | – | 0.01% | 470 |
|
|
2024
Q4 | $16.6K | Hold |
310
| – | – | 0.01% | 460 |
|
|
2024
Q3 | $19.7K | Buy |
+310
| New | +$19.7K | 0.01% | 434 |
|
|
2024
Q2 | – | Sell |
-111
| Closed | -$5.93K | – | 714 |
|
|
2024
Q1 | $5.93K | Buy |
+111
| New | +$5.93K | ﹤0.01% | 506 |
|
|
2020
Q1 | – | Sell |
-189
| Closed | -$13.5K | – | 551 |
|
|
2019
Q4 | $13.5K | Buy |
+189
| New | +$13.5K | 0.01% | 361 |
|