Golden State 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 | $399K | Sell |
6,934
-120
| -2% | -$6.91K | 0.05% | 275 |
|
|
2025
Q1 | $409K | Sell |
7,054
-443
| -6% | -$25.7K | 0.06% | 236 |
|
|
2024
Q4 | $400K | Buy |
+7,497
| New | +$400K | 0.06% | 224 |
|
|
2022
Q1 | $291K | Sell |
4,199
-436
| -9% | -$30.2K | 0.06% | 239 |
|
|
2021
Q4 | $332K | Buy |
4,635
+175
| +4% | +$12.5K | 0.06% | 276 |
|
|
2021
Q3 | $280K | Sell |
4,460
-857
| -16% | -$53.8K | 0.06% | 245 |
|
|
2021
Q2 | $344K | Buy |
5,317
+416
| +8% | +$26.9K | 0.08% | 205 |
|
|
2021
Q1 | $301K | Sell |
4,901
-592
| -11% | -$36.4K | 0.1% | 149 |
|
|
2020
Q4 | $331K | Buy |
5,493
+433
| +9% | +$26.1K | 0.1% | 164 |
|
|
2020
Q3 | $298K | Sell |
5,060
-1,038
| -17% | -$61.1K | 0.1% | 143 |
|
|
2020
Q2 | $352K | Buy |
6,098
+336
| +6% | +$19.4K | 0.11% | 119 |
|
|
2020
Q1 | $278K | Buy |
+5,762
| New | +$278K | 0.12% | 121 |
|
|
2019
Q4 | – | Sell |
-3,787
| Closed | -$281K | – | 637 |
|
|
2019
Q3 | $281K | Buy |
3,787
+1,230
| +48% | +$91.3K | 0.09% | 165 |
|
|
2019
Q2 | $170K | Sell |
2,557
-236
| -8% | -$15.7K | 0.05% | 244 |
|
|
2019
Q1 | $199K | Buy |
+2,793
| New | +$199K | 0.07% | 226 |
|