HighMark 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 | $56.6K | Buy |
982
+873
| +801% | +$50.3K | 0.03% | 149 |
|
|
2025
Q1 | $6.35K | Buy |
109
+1
| +0.9% | +$58 | ﹤0.01% | 340 |
|
|
2024
Q4 | $5.76K | Buy |
108
+2
| +2% | +$107 | ﹤0.01% | 368 |
|
|
2024
Q3 | $6.75K | Sell |
106
-99
| -48% | -$6.3K | ﹤0.01% | 361 |
|
|
2024
Q2 | $10.6K | Buy |
205
+148
| +260% | +$7.67K | 0.01% | 269 |
|
|
2024
Q1 | $3.09K | Sell |
57
-49
| -46% | -$2.65K | ﹤0.01% | 420 |
|
|
2023
Q4 | $6.09K | Buy |
106
+2
| +2% | +$115 | ﹤0.01% | 337 |
|
|
2023
Q3 | $5.22K | Buy |
+104
| New | +$5.22K | ﹤0.01% | 345 |
|