Independent Advisor Alliance’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 | $1.04M | Sell |
18,058
-1,876
| -9% | -$108K | 0.03% | 416 |
|
|
2025
Q1 | $1.16M | Sell |
19,934
-4,200
| -17% | -$244K | 0.04% | 348 |
|
|
2024
Q4 | $1.29M | Buy |
24,134
+2,176
| +10% | +$116K | 0.02% | 644 |
|
|
2024
Q3 | $1.39M | Buy |
21,958
+1,571
| +8% | +$99.6K | 0.05% | 274 |
|
|
2024
Q2 | $1.08M | Buy |
20,387
+1,142
| +6% | +$60.3K | 0.04% | 311 |
|
|
2024
Q1 | $1.04M | Sell |
19,245
-1,134
| -6% | -$61.3K | 0.04% | 314 |
|
|
2023
Q4 | $1.17M | Sell |
20,379
-3,593
| -15% | -$206K | 0.04% | 281 |
|
|
2023
Q3 | $1.2M | Sell |
23,972
-711
| -3% | -$35.5K | 0.05% | 268 |
|
|
2023
Q2 | $1.48M | Sell |
24,683
-1,914
| -7% | -$114K | 0.07% | 251 |
|
|
2023
Q1 | $1.68M | Sell |
26,597
-14,471
| -35% | -$916K | 0.08% | 216 |
|
|
2022
Q4 | $2.61K | Sell |
41,068
-1,663
| -4% | -$105 | ﹤0.01% | 228 |
|
|
2022
Q3 | $2.49M | Buy |
42,731
+10,149
| +31% | +$591K | 0.15% | 135 |
|
|
2022
Q2 | $2.22M | Buy |
32,582
+3,014
| +10% | +$206K | 0.12% | 150 |
|
|
2022
Q1 | $2.05M | Buy |
29,568
+16,423
| +125% | +$1.14M | 0.1% | 181 |
|
|
2021
Q4 | $941K | Buy |
13,145
+3,336
| +34% | +$239K | 0.05% | 287 |
|
|
2021
Q3 | $617K | Buy |
9,809
+230
| +2% | +$14.5K | 0.03% | 332 |
|
|
2021
Q2 | $619K | Buy |
9,579
+636
| +7% | +$41.1K | 0.03% | 347 |
|
|
2021
Q1 | $550K | Buy |
8,943
+4
| +0% | +$246 | 0.03% | 350 |
|
|
2020
Q4 | $539K | Buy |
8,939
+156
| +2% | +$9.41K | 0.04% | 328 |
|
|
2020
Q3 | $517K | Sell |
8,783
-301
| -3% | -$17.7K | 0.04% | 289 |
|
|
2020
Q2 | $524K | Sell |
9,084
-288
| -3% | -$16.6K | 0.06% | 262 |
|
|
2020
Q1 | $453K | Sell |
9,372
-1,016
| -10% | -$49.1K | 0.07% | 225 |
|
|
2019
Q4 | $741K | Buy |
10,388
+1,138
| +12% | +$81.2K | 0.03% | 441 |
|
|
2019
Q3 | $687K | Sell |
9,250
-10,099
| -52% | -$750K | 0.08% | 204 |
|
|
2019
Q2 | $1.29M | Sell |
19,349
-159
| -0.8% | -$10.6K | 0.19% | 111 |
|
|
2019
Q1 | $1.39M | Buy |
+19,508
| New | +$1.39M | 0.2% | 111 |
|