HBW Advisory Services’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 | $2.72M | Buy |
47,186
+5,401
| +13% | +$311K | 0.34% | 74 |
|
|
2025
Q1 | $2.42M | Sell |
41,785
-25,385
| -38% | -$1.47M | 0.34% | 82 |
|
|
2024
Q4 | $3.59M | Buy |
67,170
+1,757
| +3% | +$93.8K | 0.37% | 44 |
|
|
2024
Q3 | $4.15M | Sell |
65,413
-16,519
| -20% | -$1.05M | 0.61% | 34 |
|
|
2024
Q2 | $4.33M | Buy |
81,932
+8,380
| +11% | +$443K | 0.72% | 28 |
|
|
2024
Q1 | $4.22M | Hold |
73,552
| – | – | 0.79% | 29 |
|
|
2023
Q4 | $4.22M | Buy |
73,552
+3,161
| +4% | +$181K | 0.79% | 29 |
|
|
2023
Q3 | $3.52M | Buy |
70,391
+1,262
| +2% | +$63K | 0.73% | 34 |
|
|
2023
Q2 | $4.13M | Buy |
69,129
+1,419
| +2% | +$84.8K | 0.9% | 25 |
|
|
2023
Q1 | $4.29M | Sell |
67,710
-4,428
| -6% | -$280K | 1.07% | 23 |
|
|
2022
Q4 | $4.58M | Buy |
72,138
+1,083
| +2% | +$68.7K | 1.2% | 20 |
|
|
2022
Q3 | $4.14M | Buy |
71,055
+1,151
| +2% | +$67K | 1.15% | 22 |
|
|
2022
Q2 | $4.77M | Buy |
69,904
+35,525
| +103% | +$2.42M | 1.23% | 15 |
|
|
2022
Q1 | $2.38M | Sell |
34,379
-35,023
| -50% | -$2.43M | 0.84% | 31 |
|
|
2021
Q4 | $4.97M | Buy |
69,402
+2,098
| +3% | +$150K | 1.15% | 24 |
|
|
2021
Q3 | $4.23M | Buy |
67,304
+1,311
| +2% | +$82.4K | 1.09% | 26 |
|
|
2021
Q2 | $4.27M | Buy |
65,993
+27,012
| +69% | +$1.75M | 1.12% | 28 |
|
|
2021
Q1 | $3.81M | Sell |
38,981
-16,764
| -30% | -$1.64M | 1.01% | 32 |
|
|
2020
Q4 | $3.36M | Buy |
55,745
+35,989
| +182% | +$2.17M | 1.02% | 38 |
|
|
2020
Q3 | $1.16M | Sell |
19,756
-14,882
| -43% | -$876K | 0.48% | 69 |
|
|
2020
Q2 | $2M | Buy |
+34,638
| New | +$2M | 0.93% | 41 |
|