IFS 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 | $9.16K | Hold |
159
| – | – | 0.01% | 97 |
|
|
2025
Q1 | $9.22K | Hold |
159
| – | – | 0.01% | 103 |
|
|
2024
Q4 | $8.49K | Hold |
159
| – | – | 0.01% | 101 |
|
|
2024
Q3 | $10.1K | Hold |
159
| – | – | 0.01% | 73 |
|
|
2024
Q2 | $8.4K | Hold |
159
| – | – | 0.01% | 78 |
|
|
2024
Q1 | $8.6K | Hold |
159
| – | – | 0.01% | 78 |
|
|
2023
Q4 | $9.13K | Hold |
159
| – | – | 0.01% | 65 |
|
|
2023
Q3 | $7.94K | Hold |
159
| – | – | 0.01% | 70 |
|
|
2023
Q2 | $9.51K | Hold |
159
| – | – | 0.02% | 63 |
|
|
2023
Q1 | $10.1K | Hold |
159
| – | – | 0.04% | 52 |
|
|
2022
Q4 | $10.1K | Hold |
159
| – | – | 0.02% | 55 |
|
|
2022
Q3 | $9K | Hold |
159
| – | – | 0.02% | 50 |
|
|
2022
Q2 | $10K | Hold |
159
| – | – | 0.03% | 47 |
|
|
2022
Q1 | $11K | Hold |
159
| – | – | 0.01% | 57 |
|
|
2021
Q4 | $11K | Buy |
+159
| New | +$11K | 0.01% | 66 |
|
|
2021
Q1 | – | Sell |
-164
| Closed | -$9K | – | 110 |
|
|
2020
Q4 | $9K | Buy |
+164
| New | +$9K | 0.01% | 108 |
|