Inspire Trust Company’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 | $1.79M | Buy |
31,000
+3,000
| +11% | +$173K | 0.37% | 92 |
|
2025
Q1 | $1.62M | Hold |
28,000
| – | – | 0.39% | 97 |
|
2024
Q4 | $1.5M | Buy |
28,000
+5,775
| +26% | +$308K | 0.38% | 91 |
|
2024
Q3 | $1.41M | Buy |
22,225
+2,000
| +10% | +$127K | 0.39% | 88 |
|
2024
Q2 | $1.07M | Buy |
20,225
+7,000
| +53% | +$370K | 0.35% | 91 |
|
2024
Q1 | $715K | Buy |
13,225
+8,690
| +192% | +$470K | 0.4% | 87 |
|
2023
Q4 | $260K | Buy |
+4,535
| New | +$260K | 0.27% | 84 |
|