IFG Advisory’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 | $1.64M | Buy |
28,463
+2,696
| +10% | +$155K | 0.08% | 253 |
|
|
2025
Q1 | $1.49M | Buy |
25,767
+3,805
| +17% | +$221K | 0.08% | 252 |
|
|
2024
Q4 | $1.17M | Buy |
21,962
+1,477
| +7% | +$78.9K | 0.07% | 269 |
|
|
2024
Q3 | $1.3M | Buy |
20,485
+2,311
| +13% | +$147K | 0.08% | 249 |
|
|
2024
Q2 | $960K | Buy |
18,174
+2,666
| +17% | +$141K | 0.06% | 288 |
|
|
2024
Q1 | $839K | Sell |
15,508
-529
| -3% | -$28.6K | 0.06% | 268 |
|
|
2023
Q4 | $921K | Sell |
16,037
-3,385
| -17% | -$194K | 0.07% | 254 |
|
|
2023
Q3 | $970K | Buy |
19,422
+269
| +1% | +$13.4K | 0.08% | 234 |
|
|
2023
Q2 | $1.15M | Sell |
19,153
-810
| -4% | -$48.4K | 0.1% | 208 |
|
|
2023
Q1 | $1.26M | Buy |
19,963
+4,187
| +27% | +$265K | 0.12% | 194 |
|
|
2022
Q4 | $1M | Buy |
15,776
+333
| +2% | +$21.1K | 0.1% | 210 |
|
|
2022
Q3 | $898K | Sell |
15,443
-1,329
| -8% | -$77.3K | 0.08% | 226 |
|
|
2022
Q2 | $1.14M | Buy |
16,772
+4,968
| +42% | +$339K | 0.12% | 173 |
|
|
2022
Q1 | $818K | Buy |
11,804
+4,202
| +55% | +$291K | 0.08% | 231 |
|
|
2021
Q4 | $544K | Buy |
7,602
+1,258
| +20% | +$90K | 0.05% | 283 |
|
|
2021
Q3 | $398K | Buy |
6,344
+514
| +9% | +$32.2K | 0.04% | 333 |
|
|
2021
Q2 | $377K | Buy |
5,830
+577
| +11% | +$37.3K | 0.04% | 347 |
|
|
2021
Q1 | $323K | Buy |
5,253
+765
| +17% | +$47K | 0.04% | 382 |
|
|
2020
Q4 | $270K | Buy |
4,488
+899
| +25% | +$54.1K | 0.04% | 372 |
|
|
2020
Q3 | $211K | Buy |
3,589
+100
| +3% | +$5.88K | 0.03% | 386 |
|
|
2020
Q2 | $201K | Sell |
3,489
-2,591
| -43% | -$149K | 0.04% | 373 |
|
|
2020
Q1 | $293K | Buy |
6,080
+116
| +2% | +$5.59K | 0.07% | 267 |
|
|
2019
Q4 | $425K | Sell |
5,964
-1,175
| -16% | -$83.7K | 0.08% | 256 |
|
|
2019
Q3 | $530K | Sell |
7,139
-498
| -7% | -$37K | 0.1% | 219 |
|
|
2019
Q2 | $510K | Buy |
7,637
+138
| +2% | +$9.22K | 0.09% | 203 |
|
|
2019
Q1 | $534K | Buy |
7,499
+381
| +5% | +$27.1K | 0.1% | 191 |
|
|
2018
Q4 | $434K | Sell |
7,118
-862
| -11% | -$52.6K | 0.1% | 191 |
|
|
2018
Q3 | $439K | Sell |
7,980
-321
| -4% | -$17.7K | 0.08% | 232 |
|
|
2018
Q2 | $432K | Buy |
8,301
+278
| +3% | +$14.5K | 0.09% | 215 |
|
|
2018
Q1 | $402K | Buy |
8,023
+1,978
| +33% | +$99.1K | 0.09% | 216 |
|
|
2017
Q4 | $334K | Buy |
+6,045
| New | +$334K | 0.08% | 244 |
|