Gratus Capital’s Realty Income O Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$746K Buy
14,129
+7,031
+99% +$371K 0.03% 206
2024
Q1
$384K Buy
7,098
+1,040
+17% +$56.3K 0.02% 251
2023
Q4
$348K Buy
6,058
+1,820
+43% +$105K 0.02% 204
2023
Q3
$212K Buy
+4,238
New +$212K 0.01% 228