IHT 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 | $1.71M | Sell |
29,631
-1,748
| -6% | -$101K | 0.05% | 350 |
|
|
2025
Q1 | $1.82M | Sell |
31,379
-4,504
| -13% | -$261K | 0.06% | 307 |
|
|
2024
Q4 | $1.92M | Buy |
35,883
+3,711
| +12% | +$198K | 0.06% | 285 |
|
|
2024
Q3 | $2.04M | Buy |
32,172
+2,185
| +7% | +$139K | 0.06% | 313 |
|
|
2024
Q2 | $1.58M | Buy |
29,987
+409
| +1% | +$21.6K | 0.06% | 313 |
|
|
2024
Q1 | $1.6M | Buy |
29,578
+8,326
| +39% | +$450K | 0.06% | 308 |
|
|
2023
Q4 | $1.22M | Sell |
21,252
-635
| -3% | -$36.5K | 0.05% | 333 |
|
|
2023
Q3 | $1.09M | Sell |
21,887
-433
| -2% | -$21.6K | 0.06% | 330 |
|
|
2023
Q2 | $1.33M | Buy |
22,320
+497
| +2% | +$29.7K | 0.07% | 268 |
|
|
2023
Q1 | $1.38M | Buy |
21,823
+475
| +2% | +$30.1K | 0.08% | 240 |
|
|
2022
Q4 | $1.35M | Sell |
21,348
-7,134
| -25% | -$453K | 0.09% | 240 |
|
|
2022
Q3 | $1.66M | Buy |
28,482
+3,683
| +15% | +$214K | 0.13% | 188 |
|
|
2022
Q2 | $1.69M | Buy |
24,799
+856
| +4% | +$58.4K | 0.15% | 154 |
|
|
2022
Q1 | $1.66M | Buy |
23,943
+159
| +0.7% | +$11K | 0.13% | 174 |
|
|
2021
Q4 | $1.7M | Buy |
23,784
+15,078
| +173% | +$1.08M | 0.13% | 165 |
|
|
2021
Q3 | $547K | Sell |
8,706
-462
| -5% | -$29K | 0.04% | 400 |
|
|
2021
Q2 | $593K | Buy |
9,168
+553
| +6% | +$35.8K | 0.04% | 480 |
|
|
2021
Q1 | $530K | Sell |
8,615
-54
| -0.6% | -$3.32K | 0.04% | 443 |
|
|
2020
Q4 | $522K | Buy |
8,669
+37
| +0.4% | +$2.23K | 0.04% | 394 |
|
|
2020
Q3 | $508K | Buy |
8,632
+226
| +3% | +$13.3K | 0.05% | 344 |
|
|
2020
Q2 | $485K | Buy |
8,406
+155
| +2% | +$8.94K | 0.07% | 299 |
|
|
2020
Q1 | $399K | Sell |
8,251
-994
| -11% | -$48.1K | 0.06% | 324 |
|
|
2019
Q4 | $660K | Buy |
9,245
+625
| +7% | +$44.6K | 0.08% | 277 |
|
|
2019
Q3 | $641K | Buy |
8,620
+1,253
| +17% | +$93.2K | 0.09% | 274 |
|
|
2019
Q2 | $492K | Sell |
7,367
-2,107
| -22% | -$141K | 0.07% | 287 |
|
|
2019
Q1 | $675K | Sell |
9,474
-263
| -3% | -$18.7K | 0.11% | 213 |
|
|
2018
Q4 | $595K | Sell |
9,737
-2,311
| -19% | -$141K | 0.11% | 212 |
|
|
2018
Q3 | $664K | Buy |
12,048
+369
| +3% | +$20.3K | 0.14% | 180 |
|
|
2018
Q2 | $609K | Buy |
11,679
+1,889
| +19% | +$98.5K | 0.16% | 173 |
|
|
2018
Q1 | $485K | Buy |
9,790
+1,192
| +14% | +$59.1K | 0.13% | 190 |
|
|
2017
Q4 | $461K | Buy |
8,598
+4,740
| +123% | +$254K | 0.12% | 208 |
|
|
2017
Q3 | $211K | Buy |
3,858
+1,234
| +47% | +$67.5K | 0.09% | 234 |
|
|
2017
Q2 | $0 | Buy |
2,624
+43
| +2% | – | ﹤0.01% | 1450 |
|
|
2017
Q1 | $149K | Buy |
2,581
+148
| +6% | +$8.54K | 0.1% | 228 |
|
|
2016
Q4 | $136K | Buy |
+2,433
| New | +$136K | 0.1% | 223 |
|