Investmark Advisory Group’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 | $392K | Buy |
6,800
+47
| +0.7% | +$2.71K | 0.18% | 84 |
|
|
2025
Q1 | $392K | Sell |
6,753
-1,526
| -18% | -$88.5K | 0.19% | 75 |
|
|
2024
Q4 | $442K | Buy |
8,279
+1,524
| +23% | +$81.4K | 0.22% | 75 |
|
|
2024
Q3 | $428K | Buy |
6,755
+107
| +2% | +$6.79K | 0.21% | 78 |
|
|
2024
Q2 | $351K | Buy |
6,648
+41
| +0.6% | +$2.17K | 0.19% | 84 |
|
|
2024
Q1 | $357K | Buy |
6,607
+126
| +2% | +$6.82K | 0.2% | 83 |
|
|
2023
Q4 | $372K | Buy |
6,481
+157
| +2% | +$9.02K | 0.22% | 80 |
|
|
2023
Q3 | $316K | Buy |
6,324
+121
| +2% | +$6.04K | 0.21% | 79 |
|
|
2023
Q2 | $371K | Sell |
6,203
-418
| -6% | -$25K | 0.25% | 73 |
|
|
2023
Q1 | $419K | Buy |
6,621
+286
| +5% | +$18.1K | 0.31% | 55 |
|
|
2022
Q4 | $402K | Buy |
6,335
+148
| +2% | +$9.39K | 0.3% | 66 |
|
|
2022
Q3 | $360K | Buy |
6,187
+28
| +0.5% | +$1.63K | 0.32% | 58 |
|
|
2022
Q2 | $420K | Buy |
6,159
+30
| +0.5% | +$2.05K | 0.42% | 44 |
|
|
2022
Q1 | $424K | Sell |
6,129
-32
| -0.5% | -$2.21K | 0.44% | 45 |
|
|
2021
Q4 | $441K | Buy |
+6,161
| New | +$441K | 0.41% | 41 |
|