HB 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 | $1.29M | Buy |
22,440
+886
| +4% | +$51K | 0.01% | 459 |
|
|
2025
Q1 | $1.25M | Buy |
21,554
+5,471
| +34% | +$317K | 0.01% | 480 |
|
|
2024
Q4 | $857K | Buy |
16,083
+5,701
| +55% | +$304K | 0.01% | 438 |
|
|
2024
Q3 | $658K | Buy |
10,382
+1,220
| +13% | +$77.4K | 0.01% | 496 |
|
|
2024
Q2 | $484K | Buy |
9,162
+2,017
| +28% | +$107K | 0.01% | 546 |
|
|
2024
Q1 | $387K | Sell |
7,145
-320
| -4% | -$17.3K | ﹤0.01% | 570 |
|
|
2023
Q4 | $429K | Sell |
7,465
-247
| -3% | -$14.2K | 0.01% | 503 |
|
|
2023
Q3 | $385K | Buy |
7,712
+2,334
| +43% | +$117K | 0.01% | 504 |
|
|
2023
Q2 | $322K | Sell |
5,378
-910
| -14% | -$54.4K | 0.01% | 524 |
|
|
2023
Q1 | $398K | Buy |
6,288
+480
| +8% | +$30.4K | 0.01% | 467 |
|
|
2022
Q4 | $368K | Buy |
5,808
+1,235
| +27% | +$78.3K | 0.01% | 473 |
|
|
2022
Q3 | $266K | Buy |
4,573
+752
| +20% | +$43.7K | 0.01% | 466 |
|
|
2022
Q2 | $261K | Buy |
3,821
+922
| +32% | +$63K | 0.01% | 473 |
|
|
2022
Q1 | $201K | Buy |
+2,899
| New | +$201K | ﹤0.01% | 569 |
|