Integrated Advisors Network’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 | $393K | Buy |
6,827
+90
| +1% | +$5.19K | 0.02% | 551 |
|
|
2025
Q1 | $391K | Buy |
6,737
+454
| +7% | +$26.3K | 0.02% | 519 |
|
|
2024
Q4 | $336K | Buy |
6,283
+105
| +2% | +$5.61K | 0.02% | 534 |
|
|
2024
Q3 | $392K | Buy |
6,178
+99
| +2% | +$6.28K | 0.02% | 525 |
|
|
2024
Q2 | $321K | Sell |
6,079
-45
| -0.7% | -$2.38K | 0.02% | 547 |
|
|
2024
Q1 | $331K | Buy |
6,124
+1,297
| +27% | +$70.2K | 0.02% | 559 |
|
|
2023
Q4 | $277K | Buy |
4,827
+315
| +7% | +$18.1K | 0.02% | 568 |
|
|
2023
Q3 | $225K | Buy |
+4,512
| New | +$225K | 0.01% | 593 |
|
|
2023
Q2 | – | Sell |
-3,176
| Closed | -$201K | – | 690 |
|
|
2023
Q1 | $201K | Sell |
3,176
-54,942
| -95% | -$3.48M | 0.01% | 631 |
|
|
2022
Q4 | $3.69M | Buy |
58,118
+4,968
| +9% | +$315K | 0.24% | 126 |
|
|
2022
Q3 | $3.09M | Sell |
53,150
-1,440
| -3% | -$83.8K | 0.21% | 127 |
|
|
2022
Q2 | $3.73M | Sell |
54,590
-557
| -1% | -$38K | 0.24% | 117 |
|
|
2022
Q1 | $3.82M | Buy |
55,147
+4,238
| +8% | +$294K | 0.22% | 114 |
|
|
2021
Q4 | $3.65M | Sell |
50,909
-465
| -0.9% | -$33.3K | 0.22% | 120 |
|
|
2021
Q3 | $3.23M | Buy |
51,374
+1,680
| +3% | +$106K | 0.21% | 126 |
|
|
2021
Q2 | $3.21M | Buy |
+49,694
| New | +$3.21M | 0.24% | 119 |
|