Intrua Financial’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
$2.81M Sell
48,786
-903
-2% -$52K 0.38% 46
2025
Q1
$2.88M Sell
49,689
-4,354
-8% -$253K 0.42% 51
2024
Q4
$2.89M Sell
54,043
-1,978
-4% -$106K 0.44% 44
2024
Q3
$3.55M Sell
56,021
-1,529
-3% -$97K 0.53% 36
2024
Q2
$3.04M Sell
57,550
-1,525
-3% -$80.6K 0.45% 40
2024
Q1
$3.2M Buy
59,075
+1,011
+2% +$54.7K 0.46% 42
2023
Q4
$3.33M Buy
58,064
+4,474
+8% +$257K 0.49% 47
2023
Q3
$2.68M Sell
53,590
-3,942
-7% -$197K 0.45% 50
2023
Q2
$3.44M Buy
57,532
+6,322
+12% +$378K 0.58% 36
2023
Q1
$3.18M Buy
51,210
+8,388
+20% +$520K 0.66% 36
2022
Q4
$2.8M Buy
42,822
+5,849
+16% +$382K 0.65% 37
2022
Q3
$2.15M Buy
36,973
+3,093
+9% +$180K 0.57% 39
2022
Q2
$2.31M Buy
33,880
+5,111
+18% +$349K 0.49% 44
2022
Q1
$1.99M Buy
28,769
+8,550
+42% +$593K 0.36% 56
2021
Q4
$1.45M Buy
20,219
+506
+3% +$36.2K 0.25% 88
2021
Q3
$1.4M Buy
+19,713
New +$1.4M 0.26% 89
2020
Q3
Sell
-4,284
Closed -$255K 245
2020
Q2
$255K Buy
+4,284
New +$255K 0.1% 199