Guyasuta Investment 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 |
-3,748
| Closed | -$200K | – | 269 |
|
|
2024
Q4 | $200K | Buy |
3,748
+522
| +16% | +$27.9K | 0.01% | 262 |
|
|
2024
Q3 | $205K | Sell |
3,226
-2,813
| -47% | -$178K | 0.01% | 265 |
|
|
2024
Q2 | $347K | Hold |
6,039
| – | – | 0.03% | 175 |
|
|
2024
Q1 | $347K | Hold |
6,039
| – | – | 0.03% | 175 |
|
|
2023
Q4 | $347K | Sell |
6,039
-1,335
| -18% | -$76.7K | 0.03% | 175 |
|
|
2023
Q3 | $368K | Buy |
7,374
+246
| +3% | +$12.3K | 0.03% | 167 |
|
|
2023
Q2 | $426K | Sell |
7,128
-1,010
| -12% | -$60.4K | 0.03% | 166 |
|
|
2023
Q1 | $515K | Sell |
8,138
-250
| -3% | -$15.8K | 0.04% | 150 |
|
|
2022
Q4 | $532K | Buy |
8,388
+13
| +0.2% | +$825 | 0.04% | 136 |
|
|
2022
Q3 | $487K | Hold |
8,375
| – | – | 0.04% | 140 |
|
|
2022
Q2 | $572K | Buy |
8,375
+286
| +4% | +$19.5K | 0.04% | 157 |
|
|
2022
Q1 | $561K | Buy |
8,089
+71
| +0.9% | +$4.92K | 0.04% | 180 |
|
|
2021
Q4 | $574K | Buy |
8,018
+4,734
| +144% | +$339K | 0.04% | 180 |
|
|
2021
Q3 | $206K | Hold |
3,284
| – | – | 0.01% | 259 |
|
|
2021
Q2 | $212K | Buy |
+3,284
| New | +$212K | 0.02% | 256 |
|