Good Life Advisors’s Realty Income O Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-4,486
| Closed | -$240K | – | 514 |
|
2024
Q4 | $240K | Sell |
4,486
-42
| -0.9% | -$2.24K | 0.02% | 414 |
|
2024
Q3 | $287K | Sell |
4,528
-756
| -14% | -$47.9K | 0.02% | 478 |
|
2024
Q2 | $279K | Sell |
5,284
-231
| -4% | -$12.2K | 0.02% | 377 |
|
2024
Q1 | $298K | Sell |
5,515
-793
| -13% | -$42.9K | 0.03% | 349 |
|
2023
Q4 | $362K | Buy |
6,308
+467
| +8% | +$26.8K | 0.04% | 297 |
|
2023
Q3 | $292K | Sell |
5,841
-18,387
| -76% | -$918K | 0.03% | 315 |
|
2023
Q2 | $1.45M | Buy |
24,228
+2,786
| +13% | +$167K | 0.16% | 119 |
|
2023
Q1 | $1.36M | Buy |
21,442
+81
| +0.4% | +$5.13K | 0.17% | 116 |
|
2022
Q4 | $1.35M | Buy |
+21,361
| New | +$1.35M | 0.19% | 112 |
|
2018
Q2 | – | Sell |
-5,336
| Closed | -$265K | – | 242 |
|
2018
Q1 | $265K | Sell |
5,336
-551
| -9% | -$27.4K | 0.09% | 170 |
|
2017
Q4 | $313K | Buy |
5,887
+48
| +0.8% | +$2.55K | 0.1% | 154 |
|
2017
Q3 | $321K | Sell |
5,839
-1,060
| -15% | -$58.3K | 0.12% | 137 |
|
2017
Q2 | $359K | Buy |
6,899
+1,197
| +21% | +$62.3K | 0.16% | 117 |
|
2017
Q1 | $331K | Sell |
5,702
-233
| -4% | -$13.5K | 0.16% | 120 |
|
2016
Q4 | $338K | Buy |
+5,935
| New | +$338K | 0.2% | 87 |
|