Kingsview Wealth 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 | $6M | Buy |
104,233
+9,290
| +10% | +$535K | 0.1% | 208 |
|
|
2025
Q1 | $5.51M | Sell |
94,943
-2,863
| -3% | -$166K | 0.1% | 201 |
|
|
2024
Q4 | $5.22M | Buy |
97,806
+14,232
| +17% | +$760K | 0.1% | 199 |
|
|
2024
Q3 | $5.3M | Buy |
83,574
+22,461
| +37% | +$1.42M | 0.11% | 195 |
|
|
2024
Q2 | $3.23M | Buy |
61,113
+786
| +1% | +$41.5K | 0.08% | 238 |
|
|
2024
Q1 | $3.26M | Buy |
60,327
+744
| +1% | +$40.3K | 0.08% | 232 |
|
|
2023
Q4 | $3.42M | Buy |
59,583
+3,239
| +6% | +$186K | 0.1% | 190 |
|
|
2023
Q3 | $2.81M | Buy |
56,344
+37,856
| +205% | +$1.89M | 0.1% | 217 |
|
|
2023
Q2 | $1.11M | Sell |
18,488
-6,209
| -25% | -$371K | 0.04% | 378 |
|
|
2023
Q1 | $1.56M | Sell |
24,697
-734
| -3% | -$46.5K | 0.07% | 286 |
|
|
2022
Q4 | $1.61M | Sell |
25,431
-1,105
| -4% | -$70.1K | 0.07% | 261 |
|
|
2022
Q3 | $1.54M | Buy |
26,536
+2,088
| +9% | +$121K | 0.07% | 263 |
|
|
2022
Q2 | $1.67M | Buy |
24,448
+12,493
| +105% | +$853K | 0.08% | 251 |
|
|
2022
Q1 | $828K | Buy |
11,955
+452
| +4% | +$31.3K | 0.04% | 444 |
|
|
2021
Q4 | $824K | Sell |
11,503
-1,006
| -8% | -$72.1K | 0.03% | 448 |
|
|
2021
Q3 | $786K | Buy |
12,509
+727
| +6% | +$45.7K | 0.04% | 438 |
|
|
2021
Q2 | $766K | Buy |
11,782
+3,430
| +41% | +$223K | 0.04% | 441 |
|
|
2021
Q1 | $527K | Buy |
8,352
+1,208
| +17% | +$76.2K | 0.03% | 493 |
|
|
2020
Q4 | $430K | Buy |
7,144
+1,082
| +18% | +$65.1K | 0.03% | 477 |
|
|
2020
Q3 | $357K | Sell |
6,062
-1,255
| -17% | -$73.9K | 0.03% | 441 |
|
|
2020
Q2 | $422K | Buy |
+7,317
| New | +$422K | 0.04% | 366 |
|