Ken Fisher’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 | $244K | Sell |
4,240
-1,365
| -24% | -$78.6K | ﹤0.01% | 920 |
|
|
2025
Q1 | $325K | Buy |
+5,605
| New | +$325K | ﹤0.01% | 884 |
|
|
2024
Q3 | – | Sell |
-3,957
| Closed | -$209K | – | 985 |
|
|
2024
Q2 | $209K | Sell |
3,957
-3,209
| -45% | -$170K | ﹤0.01% | 950 |
|
|
2024
Q1 | $388K | Buy |
+7,166
| New | +$388K | ﹤0.01% | 818 |
|
|
2023
Q2 | – | Sell |
-3,409
| Closed | -$216K | – | 1196 |
|
|
2023
Q1 | $216K | Buy |
+3,409
| New | +$216K | ﹤0.01% | 976 |
|