Key Financial Inc’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 | $29.3K | Hold |
509
| – | – | 0.01% | 601 |
|
|
2025
Q1 | $29.5K | Hold |
509
| – | – | 0.01% | 580 |
|
|
2024
Q4 | $27.2K | Hold |
509
| – | – | 0.01% | 582 |
|
|
2024
Q3 | $32.3K | Buy |
509
+9
| +2% | +$571 | 0.01% | 558 |
|
|
2024
Q2 | $26.4K | Sell |
500
-104
| -17% | -$5.49K | 0.01% | 585 |
|
|
2024
Q1 | $32.7K | Buy |
604
+18
| +3% | +$973 | 0.01% | 509 |
|
|
2023
Q4 | $33.6K | Sell |
586
-81
| -12% | -$4.65K | 0.01% | 494 |
|
|
2023
Q3 | $33.3K | Hold |
667
| – | – | 0.01% | 474 |
|
|
2023
Q2 | $39.9K | Hold |
667
| – | – | 0.01% | 445 |
|
|
2023
Q1 | $42.2K | Hold |
667
| – | – | 0.02% | 415 |
|
|
2022
Q4 | $38.8K | Hold |
667
| – | – | 0.02% | 396 |
|
|
2022
Q3 | $39K | Buy |
667
+82
| +14% | +$4.8K | 0.02% | 400 |
|
|
2022
Q2 | $41K | Buy |
585
+103
| +21% | +$7.22K | 0.02% | 395 |
|
|
2022
Q1 | $33K | Hold |
482
| – | – | 0.02% | 417 |
|
|
2021
Q4 | $35K | Sell |
482
-15
| -3% | -$1.09K | 0.02% | 398 |
|
|
2021
Q3 | $31K | Sell |
497
-25
| -5% | -$1.56K | 0.02% | 404 |
|
|
2021
Q2 | $36K | Buy |
522
+111
| +27% | +$7.66K | 0.02% | 394 |
|
|
2021
Q1 | $25K | Hold |
411
| – | – | 0.02% | 365 |
|
|
2020
Q4 | $25K | Buy |
+411
| New | +$25K | 0.02% | 338 |
|
|
2020
Q2 | – | Sell |
-386
| Closed | -$20K | – | 451 |
|
|
2020
Q1 | $20K | Buy |
+386
| New | +$20K | 0.02% | 322 |
|