JBR Co Financial 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 | $1.94M | Buy |
33,745
+10,180
| +43% | +$586K | 0.96% | 28 |
|
|
2025
Q1 | $1.37M | Buy |
23,565
+6,216
| +36% | +$361K | 0.8% | 37 |
|
|
2024
Q4 | $927K | Buy |
17,349
+412
| +2% | +$22K | 0.56% | 45 |
|
|
2024
Q3 | $1.07M | Buy |
16,937
+5,984
| +55% | +$380K | 0.7% | 38 |
|
|
2024
Q2 | $579K | Sell |
10,953
-1,108
| -9% | -$58.5K | 0.41% | 53 |
|
|
2024
Q1 | $653K | Sell |
12,061
-1,716
| -12% | -$92.8K | 0.52% | 46 |
|
|
2023
Q4 | $791K | Buy |
+13,777
| New | +$791K | 0.74% | 37 |
|