Grimes & Company’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 | $248K | Buy |
4,296
+125
| +3% | +$7.2K | 0.01% | 368 |
|
|
2025
Q1 | $242K | Sell |
4,171
-1,738
| -29% | -$101K | 0.01% | 320 |
|
|
2024
Q4 | $316K | Buy |
5,909
+78
| +1% | +$4.17K | 0.01% | 305 |
|
|
2024
Q3 | $370K | Buy |
+5,831
| New | +$370K | 0.01% | 264 |
|
|
2021
Q2 | – | Sell |
-4,321
| Closed | -$266K | – | 303 |
|
|
2021
Q1 | $266K | Buy |
+4,321
| New | +$266K | 0.01% | 236 |
|