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