Heritage Wealth 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
Q2 | $62.4K | Hold |
1,083
| – | – | ﹤0.01% | 283 |
|
|
2025
Q1 | $62.8K | Sell |
1,083
-480
| -31% | -$27.8K | ﹤0.01% | 282 |
|
|
2024
Q4 | $83.5K | Sell |
1,563
-57
| -4% | -$3.04K | ﹤0.01% | 269 |
|
|
2024
Q3 | $103K | Buy |
1,620
+57
| +4% | +$3.62K | ﹤0.01% | 263 |
|
|
2024
Q2 | $82.6K | Sell |
1,563
-200
| -11% | -$10.6K | ﹤0.01% | 265 |
|
|
2024
Q1 | $95.4K | Buy |
1,763
+533
| +43% | +$28.8K | ﹤0.01% | 266 |
|
|
2023
Q4 | $70.6K | Hold |
1,230
| – | – | ﹤0.01% | 305 |
|
|
2023
Q3 | $61.4K | Sell |
1,230
-170
| -12% | -$8.49K | ﹤0.01% | 281 |
|
|
2023
Q2 | $83.7K | Buy |
1,400
+150
| +12% | +$8.97K | ﹤0.01% | 270 |
|
|
2023
Q1 | $79.2K | Hold |
1,250
| – | – | ﹤0.01% | 274 |
|
|
2022
Q4 | $79.3K | Hold |
1,250
| – | – | ﹤0.01% | 277 |
|
|
2022
Q3 | $72.8K | Hold |
1,250
| – | – | 0.01% | 271 |
|
|
2022
Q2 | $85K | Buy |
1,250
+100
| +9% | +$6.8K | 0.01% | 275 |
|
|
2022
Q1 | $80K | Hold |
1,150
| – | – | ﹤0.01% | 272 |
|
|
2021
Q4 | $82K | Buy |
1,150
+66
| +6% | +$4.71K | ﹤0.01% | 282 |
|
|
2021
Q3 | $68.1K | Buy |
1,084
+104
| +11% | +$6.53K | ﹤0.01% | 292 |
|
|
2021
Q2 | $63.4K | Hold |
980
| – | – | ﹤0.01% | 304 |
|
|
2021
Q1 | $60.3K | Buy |
980
+309
| +46% | +$19K | ﹤0.01% | 313 |
|
|
2020
Q4 | $40K | Hold |
671
| – | – | ﹤0.01% | 346 |
|
|
2020
Q3 | $39.5K | Hold |
671
| – | – | 0.01% | 289 |
|
|
2020
Q2 | $38.7K | Hold |
671
| – | – | 0.01% | 275 |
|
|
2020
Q1 | $32.4K | Sell |
671
-91
| -12% | -$4.4K | 0.01% | 275 |
|
|
2019
Q4 | $54.3K | Hold |
762
| – | – | 0.01% | 297 |
|
|
2019
Q3 | $56K | Hold |
762
| – | – | 0.01% | 264 |
|
|
2019
Q2 | $50.9K | Buy |
762
+671
| +737% | +$44.8K | 0.01% | 255 |
|
|
2019
Q1 | $6.47K | Buy |
+91
| New | +$6.47K | ﹤0.01% | 377 |
|