Investment 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 | $1.45M | Sell |
25,230
-282
| -1% | -$16.2K | 0.44% | 53 |
|
2025
Q1 | $1.48M | Buy |
25,512
+1,629
| +7% | +$94.5K | 0.5% | 50 |
|
2024
Q4 | $1.28M | Sell |
23,883
-842
| -3% | -$45K | 0.43% | 53 |
|
2024
Q3 | $1.57M | Buy |
24,725
+276
| +1% | +$17.5K | 0.54% | 47 |
|
2024
Q2 | $1.29M | Sell |
24,449
-1,506
| -6% | -$79.5K | 0.5% | 47 |
|
2024
Q1 | $1.4M | Sell |
25,955
-754
| -3% | -$40.8K | 0.58% | 42 |
|
2023
Q4 | $1.53M | Sell |
26,709
-62
| -0.2% | -$3.56K | 0.7% | 39 |
|
2023
Q3 | $1.34M | Sell |
26,771
-622
| -2% | -$31.1K | 0.69% | 40 |
|
2023
Q2 | $1.64M | Buy |
27,393
+6
| +0% | +$359 | 0.84% | 32 |
|
2023
Q1 | $1.73M | Buy |
27,387
+6
| +0% | +$380 | 1% | 27 |
|
2022
Q4 | $1.74M | Sell |
27,381
-599
| -2% | -$38K | 1.07% | 25 |
|
2022
Q3 | $1.63M | Buy |
27,980
+1,160
| +4% | +$67.5K | 1.13% | 24 |
|
2022
Q2 | $1.83M | Buy |
26,820
+757
| +3% | +$51.7K | 1.24% | 23 |
|
2022
Q1 | $1.81M | Buy |
+26,063
| New | +$1.81M | 1.1% | 25 |
|