Jamison Private Wealth Management’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 | $1.53M | Sell |
26,600
-1,130
| -4% | -$65.1K | 0.22% | 89 |
|
|
2025
Q1 | $1.61M | Buy |
27,730
+745
| +3% | +$43.2K | 0.25% | 90 |
|
|
2024
Q4 | $1.44M | Buy |
26,985
+3,455
| +15% | +$185K | 0.21% | 94 |
|
|
2024
Q3 | $1.49M | Buy |
23,530
+3,651
| +18% | +$232K | 0.23% | 90 |
|
|
2024
Q2 | $1.05M | Buy |
19,879
+673
| +4% | +$35.5K | 0.17% | 98 |
|
|
2024
Q1 | $1.04M | Buy |
19,206
+260
| +1% | +$14.1K | 0.18% | 97 |
|
|
2023
Q4 | $1.09M | Buy |
18,946
+114
| +0.6% | +$6.55K | 0.2% | 92 |
|
|
2023
Q3 | $940K | Buy |
+18,832
| New | +$940K | 0.19% | 96 |
|