Investment Research & 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 | $28.9K | Sell |
502
-113
| -18% | -$6.51K | 0.01% | 128 |
|
|
2025
Q1 | $35.7K | Buy |
615
+115
| +23% | +$6.67K | 0.01% | 123 |
|
|
2024
Q4 | $26.7K | Hold |
500
| – | – | 0.01% | 126 |
|
|
2024
Q3 | $31.7K | Hold |
500
| – | – | 0.01% | 115 |
|
|
2024
Q2 | $26.4K | Hold |
500
| – | – | 0.01% | 116 |
|
|
2024
Q1 | $27.1K | Hold |
500
| – | – | 0.01% | 114 |
|
|
2023
Q4 | $28.7K | Sell |
500
-800
| -62% | -$45.9K | 0.01% | 112 |
|
|
2023
Q3 | $64.9K | Hold |
1,300
| – | – | 0.04% | 91 |
|
|
2023
Q2 | $77.7K | Hold |
1,300
| – | – | 0.05% | 85 |
|
|
2023
Q1 | $82.3K | Hold |
1,300
| – | – | 0.05% | 82 |
|
|
2022
Q4 | $82.5K | Hold |
1,300
| – | – | 0.05% | 82 |
|
|
2022
Q3 | $76K | Hold |
1,300
| – | – | 0.06% | 84 |
|
|
2022
Q2 | $89K | Hold |
1,300
| – | – | 0.06% | 84 |
|
|
2022
Q1 | $90K | Sell |
1,300
-557
| -30% | -$38.6K | 0.06% | 90 |
|
|
2021
Q4 | $133K | Buy |
1,857
+457
| +33% | +$32.7K | 0.08% | 73 |
|
|
2021
Q3 | $89K | Hold |
1,400
| – | – | 0.06% | 86 |
|
|
2021
Q2 | $91K | Hold |
1,400
| – | – | 0.06% | 94 |
|
|
2021
Q1 | $86K | Hold |
1,400
| – | – | 0.06% | 84 |
|
|
2020
Q4 | $84K | Hold |
1,400
| – | – | 0.06% | 83 |
|
|
2020
Q3 | $82K | Hold |
1,400
| – | – | 0.07% | 81 |
|
|
2020
Q2 | $81K | Hold |
1,400
| – | – | 0.07% | 75 |
|
|
2020
Q1 | $68K | Hold |
1,400
| – | – | 0.06% | 80 |
|
|
2019
Q4 | $100K | Buy |
+1,400
| New | +$100K | 0.09% | 72 |
|