IFP 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 | $3.01M | Buy |
52,299
+42,065
| +411% | +$2.42M | 0.09% | 259 |
|
|
2025
Q1 | $594K | Buy |
10,234
+2,259
| +28% | +$131K | 0.02% | 720 |
|
|
2024
Q4 | $426K | Buy |
7,975
+1,837
| +30% | +$98.1K | 0.01% | 798 |
|
|
2024
Q3 | $389K | Sell |
6,138
-769
| -11% | -$48.8K | 0.01% | 792 |
|
|
2024
Q2 | $365K | Sell |
6,907
-575
| -8% | -$30.4K | 0.01% | 764 |
|
|
2024
Q1 | $405K | Sell |
7,482
-155
| -2% | -$8.38K | 0.02% | 685 |
|
|
2023
Q4 | $438K | Sell |
7,637
-7,340
| -49% | -$421K | 0.02% | 619 |
|
|
2023
Q3 | $748K | Sell |
14,977
-2,200
| -13% | -$110K | 0.03% | 475 |
|
|
2023
Q2 | $1.03M | Buy |
17,177
+2,376
| +16% | +$142K | 0.04% | 420 |
|
|
2023
Q1 | $620K | Sell |
14,801
-5,945
| -29% | -$249K | 0.03% | 525 |
|
|
2022
Q4 | $895K | Sell |
20,746
-1,566
| -7% | -$67.6K | 0.02% | 660 |
|
|
2022
Q3 | $965K | Buy |
22,312
+1,077
| +5% | +$46.6K | 0.03% | 647 |
|
|
2022
Q2 | $905K | Hold |
21,235
| – | – | 0.03% | 614 |
|
|
2022
Q1 | $905K | Buy |
21,235
+1,230
| +6% | +$52.4K | 0.03% | 614 |
|
|
2021
Q4 | $1.44M | Sell |
20,005
-1,817
| -8% | -$131K | 0.03% | 323 |
|
|
2021
Q3 | $1.38M | Buy |
21,822
+563
| +3% | +$35.6K | 0.03% | 316 |
|
|
2021
Q2 | $1.37M | Buy |
21,259
+759
| +4% | +$49K | 0.03% | 322 |
|
|
2021
Q1 | $1.26M | Sell |
20,500
-4,247
| -17% | -$261K | 0.02% | 325 |
|
|
2020
Q4 | $1.48M | Sell |
24,747
-294
| -1% | -$17.6K | 0.06% | 259 |
|
|
2020
Q3 | $1.47M | Sell |
25,041
-1,874
| -7% | -$110K | 0.09% | 217 |
|
|
2020
Q2 | $1.55M | Sell |
26,915
-2,064
| -7% | -$119K | 0.12% | 178 |
|
|
2020
Q1 | $1.64M | Sell |
28,979
-8,236
| -22% | -$465K | 0.17% | 138 |
|
|
2019
Q4 | $2.64M | Sell |
37,215
-3,099
| -8% | -$219K | 0.2% | 118 |
|
|
2019
Q3 | $3M | Buy |
+40,314
| New | +$3M | 0.2% | 112 |
|
|
2019
Q1 | $355K | Sell |
4,968
-62,808
| -93% | -$4.49M | 0.05% | 351 |
|
|
2018
Q4 | $4.16M | Sell |
67,776
-1,537
| -2% | -$94.3K | 0.25% | 89 |
|
|
2018
Q3 | $3.82M | Sell |
69,313
-23
| -0% | -$1.27K | 0.16% | 152 |
|
|
2018
Q2 | $3.61M | Sell |
69,336
-4,135
| -6% | -$216K | 0.15% | 155 |
|
|
2018
Q1 | $4.06M | Hold |
73,471
| – | – | 0.18% | 127 |
|
|
2017
Q4 | $4.06M | Sell |
73,471
-470
| -0.6% | -$26K | 0.18% | 127 |
|
|
2017
Q3 | $4.1M | Sell |
73,941
-8,682
| -11% | -$481K | 0.16% | 136 |
|
|
2017
Q2 | $4.42M | Buy |
82,623
+11,448
| +16% | +$612K | 0.19% | 113 |
|
|
2017
Q1 | $4.11M | Buy |
71,175
+2,686
| +4% | +$155K | 0.18% | 124 |
|
|
2016
Q4 | $3.82M | Sell |
68,489
-1,003
| -1% | -$55.9K | 0.18% | 126 |
|
|
2016
Q3 | $4.51M | Sell |
69,492
-10,895
| -14% | -$707K | 0.23% | 89 |
|
|
2016
Q2 | $5.4M | Buy |
80,387
+75,419
| +1,518% | +$5.07M | 0.3% | 72 |
|
|
2016
Q1 | $355K | Sell |
4,968
-73,889
| -94% | -$5.28M | 0.05% | 351 |
|
|
2015
Q4 | $3.95M | Buy |
+78,857
| New | +$3.95M | 0.26% | 81 |
|