JFA
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JNBA Financial Advisors’s Realty Income O Stock Holding History

JNBA Financial Advisors’s Portfolio O Stock Details O Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$71.3K Hold
1,237
– – 0.01% 261
2025
Q1 		$71.8K Sell
1,237
-543
-31% -$31.5K 0.01% 245
2024
Q4 		$95.1K Hold
1,780
– – 0.01% 222
2024
Q3 		$113K Hold
1,780
– – 0.01% 213
2024
Q2 		$94K Hold
1,780
– – 0.01% 228
2024
Q1 		$96.3K Hold
1,780
– – 0.01% 233
2023
Q4 		$102K Buy
1,780
+468
+36% +$26.9K 0.01% 227
2023
Q3 		$65.5K Sell
1,312
-25
-2% -$1.25K 0.01% 256
2023
Q2 		$79.9K Sell
1,337
-21
-2% -$1.26K 0.01% 248
2023
Q1 		$86K Buy
1,358
+68
+5% +$4.31K 0.01% 243
2022
Q4 		$81.8K Hold
1,290
– – 0.01% 244
2022
Q3 		$75K Hold
1,290
– – 0.01% 241
2022
Q2 		$88K Hold
1,290
– – 0.01% 233
2022
Q1 		$89K Hold
1,290
– – 0.01% 233
2021
Q4 		$92K Sell
1,290
-41
-3% -$2.92K 0.01% 245
2021
Q3 		$84K Hold
1,331
– – 0.01% 240
2021
Q2 		$86K Hold
1,331
– – 0.01% 239
2021
Q1 		$82K Hold
1,331
– – 0.01% 240
2020
Q4 		$80K Sell
1,331
-131
-9% -$7.87K 0.01% 226
2020
Q3 		$86K Hold
1,462
– – 0.02% 202
2020
Q2 		$84K Hold
1,462
– – 0.02% 201
2020
Q1 		$71K Hold
1,462
– – 0.02% 193
2019
Q4 		$104K Buy
1,462
+131
+10% +$9.32K 0.02% 182
2019
Q3 		$99K Sell
1,331
-103
-7% -$7.66K 0.02% 177
2019
Q2 		$96K Buy
1,434
+103
+8% +$6.9K 0.02% 184
2019
Q1 		$95K Hold
1,331
– – 0.02% 180
2018
Q4 		$81K Buy
+1,331
New +$81K 0.02% 173
2018
Q3 		– Sell
-1,331
Closed -$69K – 638
2018
Q2 		$69K Hold
1,331
– – 0.01% 199
2018
Q1 		$67K Hold
1,331
– – 0.01% 196
2017
Q4 		$74K Hold
1,331
– – 0.02% 191
2017
Q3 		$74K Hold
1,331
– – 0.02% 184
2017
Q2 		$71K Hold
1,331
– – 0.02% 178
2017
Q1 		$77K Hold
1,331
– – 0.02% 173
2016
Q4 		$74K Sell
1,331
-4
-0.3% -$222 0.02% 178
2016
Q3 		$87K Buy
1,335
+214
+19% +$13.9K 0.01% 397
2016
Q2 		$75K Hold
1,121
– – 0.02% 176
2016
Q1 		$68K Hold
1,121
– – 0.02% 170
2015
Q4 		$56K Hold
1,121
– – 0.02% 182
2015
Q3 		$51K Hold
1,121
– – 0.02% 184
2015
Q2 		$48K Hold
1,121
– – 0.02% 191
2015
Q1 		$56K Hold
1,121
– – 0.02% 177
2014
Q4 		$52K Hold
1,121
– – 0.02% 188
2014
Q3 		$44K Hold
1,121
– – 0.02% 203
2014
Q2 		$48K Hold
1,121
– – 0.02% 181
2014
Q1 		$44K Hold
1,121
– – 0.02% 177
2013
Q4 		$41K Hold
1,121
– – 0.02% 176
2013
Q3 		$43K Hold
1,121
– – 0.03% 164
2013
Q2 		$46K Buy
+1,121
New +$46K 0.03% 154