HHM 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 | $598K | Sell |
10,382
-275
| -3% | -$15.8K | 0.07% | 100 |
|
|
2025
Q1 | $618K | Sell |
10,657
-32
| -0.3% | -$1.86K | 0.08% | 89 |
|
|
2024
Q4 | $571K | Sell |
10,689
-18
| -0.2% | -$961 | 0.08% | 95 |
|
|
2024
Q3 | $679K | Sell |
10,707
-3,030
| -22% | -$192K | 0.1% | 74 |
|
|
2024
Q2 | $726K | Buy |
13,737
+12,093
| +736% | +$639K | 0.11% | 72 |
|
|
2024
Q1 | $88.9K | Buy |
1,644
+271
| +20% | +$14.7K | 0.01% | 223 |
|
|
2023
Q4 | $78.8K | Buy |
1,373
+355
| +35% | +$20.4K | 0.01% | 228 |
|
|
2023
Q3 | $50.8K | Sell |
1,018
-309
| -23% | -$15.4K | 0.01% | 269 |
|
|
2023
Q2 | $79.3K | Sell |
1,327
-74
| -5% | -$4.42K | 0.01% | 229 |
|
|
2023
Q1 | $88.7K | Buy |
1,401
+108
| +8% | +$6.84K | 0.02% | 213 |
|
|
2022
Q4 | $82K | Buy |
1,293
+81
| +7% | +$5.14K | 0.02% | 190 |
|
|
2022
Q3 | $71K | Buy |
1,212
+762
| +169% | +$44.6K | 0.02% | 191 |
|
|
2022
Q2 | $31K | Hold |
450
| – | – | 0.01% | 350 |
|
|
2022
Q1 | $31K | Hold |
450
| – | – | 0.01% | 376 |
|
|
2021
Q4 | $32K | Sell |
450
-14
| -3% | -$996 | 0.01% | 360 |
|
|
2021
Q3 | $29K | Hold |
464
| – | – | 0.01% | 364 |
|
|
2021
Q2 | $30K | Hold |
464
| – | – | 0.01% | 353 |
|
|
2021
Q1 | $29K | Hold |
464
| – | – | 0.01% | 339 |
|
|
2020
Q4 | $28K | Hold |
464
| – | – | 0.01% | 322 |
|
|
2020
Q3 | $27K | Buy |
+464
| New | +$27K | 0.01% | 290 |
|