Insigneo Advisory Services’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 | $427K | Buy |
7,414
+69
| +0.9% | +$3.98K | 0.04% | 378 |
|
|
2025
Q1 | $426K | Buy |
7,345
+3,156
| +75% | +$183K | 0.04% | 339 |
|
|
2024
Q4 | $224K | Sell |
4,189
-914
| -18% | -$48.8K | 0.02% | 496 |
|
|
2024
Q3 | $324K | Sell |
5,103
-281
| -5% | -$17.8K | 0.03% | 427 |
|
|
2024
Q2 | $319K | Sell |
5,384
-2,866
| -35% | -$170K | 0.04% | 392 |
|
|
2024
Q1 | $448K | Sell |
8,250
-199
| -2% | -$10.8K | 0.05% | 288 |
|
|
2023
Q4 | $487K | Sell |
8,449
-319
| -4% | -$18.4K | 0.07% | 244 |
|
|
2023
Q3 | $440K | Buy |
8,768
+694
| +9% | +$34.8K | 0.09% | 209 |
|
|
2023
Q2 | $485K | Buy |
8,074
+2,374
| +42% | +$143K | 0.09% | 203 |
|
|
2023
Q1 | $360K | Buy |
5,700
+1,605
| +39% | +$101K | 0.11% | 183 |
|
|
2022
Q4 | $261K | Buy |
+4,095
| New | +$261K | 0.1% | 210 |
|