Inspire 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 | $970K | Buy |
16,840
+7,417
| +79% | +$427K | 0.1% | 148 |
|
|
2025
Q1 | $547K | Buy |
+9,423
| New | +$547K | 0.06% | 240 |
|
|
2023
Q1 | – | Sell |
-4,577
| Closed | -$290K | – | 228 |
|
|
2022
Q4 | $290K | Buy |
+4,577
| New | +$290K | 0.07% | 103 |
|
|
2022
Q3 | – | Sell |
-4,705
| Closed | -$321K | – | 168 |
|
|
2022
Q2 | $321K | Buy |
+4,705
| New | +$321K | 0.09% | 41 |
|
|
2021
Q1 | – | Sell |
-1,290
| Closed | -$78K | – | 516 |
|
|
2020
Q4 | $78K | Buy |
+1,290
| New | +$78K | 0.03% | 168 |
|