JFS Wealth Advisors’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 | $34.2K | Sell |
593
-6
| -1% | -$346 | ﹤0.01% | 546 |
|
|
2025
Q1 | $34.7K | Sell |
599
-3,007
| -83% | -$174K | ﹤0.01% | 542 |
|
|
2024
Q4 | $193K | Buy |
3,606
+7
| +0.2% | +$374 | 0.01% | 292 |
|
|
2024
Q3 | $228K | Buy |
3,599
+2,970
| +472% | +$188K | 0.02% | 274 |
|
|
2024
Q2 | $33.2K | Sell |
629
-45
| -7% | -$2.38K | ﹤0.01% | 493 |
|
|
2024
Q1 | $36.5K | Sell |
674
-198
| -23% | -$10.7K | ﹤0.01% | 494 |
|
|
2023
Q4 | $50.1K | Sell |
872
-241
| -22% | -$13.8K | ﹤0.01% | 404 |
|
|
2023
Q3 | $55.6K | Hold |
1,113
| – | – | 0.01% | 364 |
|
|
2023
Q2 | $66.5K | Hold |
1,113
| – | – | 0.01% | 330 |
|
|
2023
Q1 | $70.5K | Hold |
1,113
| – | – | 0.01% | 324 |
|
|
2022
Q4 | $70.6K | Hold |
1,113
| – | – | 0.01% | 326 |
|
|
2022
Q3 | $65K | Sell |
1,113
-101
| -8% | -$5.9K | 0.01% | 339 |
|
|
2022
Q2 | $83K | Buy |
1,214
+10
| +0.8% | +$684 | 0.01% | 309 |
|
|
2022
Q1 | $83K | Buy |
1,204
+302
| +33% | +$20.8K | 0.01% | 330 |
|
|
2021
Q4 | $65K | Sell |
902
-704
| -44% | -$50.7K | 0.01% | 377 |
|
|
2021
Q3 | $101K | Sell |
1,606
-561
| -26% | -$35.3K | 0.01% | 307 |
|
|
2021
Q2 | $140K | Buy |
2,167
+444
| +26% | +$28.7K | 0.02% | 195 |
|
|
2021
Q1 | $106K | Hold |
1,723
| – | – | 0.02% | 191 |
|
|
2020
Q4 | $104K | Hold |
1,723
| – | – | 0.02% | 190 |
|
|
2020
Q3 | $101K | Hold |
1,723
| – | – | 0.02% | 174 |
|
|
2020
Q2 | $99K | Hold |
1,723
| – | – | 0.03% | 181 |
|
|
2020
Q1 | $83K | Hold |
1,723
| – | – | 0.02% | 187 |
|
|
2019
Q4 | $123K | Hold |
1,723
| – | – | 0.03% | 172 |
|
|
2019
Q3 | $128K | Sell |
1,723
-354
| -17% | -$26.3K | 0.03% | 167 |
|
|
2019
Q2 | $139K | Hold |
2,077
| – | – | 0.04% | 160 |
|
|
2019
Q1 | $148K | Hold |
2,077
| – | – | 0.04% | 153 |
|
|
2018
Q4 | $127K | Sell |
2,077
-316
| -13% | -$19.3K | 0.03% | 160 |
|
|
2018
Q3 | $132K | Buy |
2,393
+36
| +2% | +$1.99K | 0.03% | 170 |
|
|
2018
Q2 | $123K | Hold |
2,357
| – | – | 0.03% | 176 |
|
|
2018
Q1 | $118K | Hold |
2,357
| – | – | 0.03% | 184 |
|
|
2017
Q4 | $130K | Buy |
2,357
+1,029
| +77% | +$56.8K | 0.03% | 181 |
|
|
2017
Q3 | $74K | Buy |
+1,328
| New | +$74K | 0.02% | 205 |
|