Golden State Equity Partners’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 | $1.31M | Buy |
22,672
+7,622
| +51% | +$439K | 0.24% | 97 |
|
|
2025
Q1 | $873K | Sell |
15,050
-7,873
| -34% | -$457K | 0.17% | 154 |
|
|
2024
Q4 | $1.22M | Buy |
22,923
+22,673
| +9,069% | +$1.21M | 0.23% | 110 |
|
|
2024
Q3 | $15.9K | Sell |
250
-15,628
| -98% | -$991K | 0.01% | 532 |
|
|
2024
Q2 | $839K | Buy |
+15,878
| New | +$839K | 0.17% | 134 |
|
|
2023
Q4 | $917K | Sell |
15,969
-90
| -0.6% | -$5.17K | 0.22% | 111 |
|
|
2023
Q3 | $802K | Sell |
16,059
-221
| -1% | -$11K | 0.22% | 113 |
|
|
2023
Q2 | $973K | Buy |
+16,280
| New | +$973K | 0.27% | 89 |
|