Kingswood 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 | $662K | Buy |
11,485
+1
| +0% | +$58 | 0.05% | 348 |
|
|
2025
Q1 | $662K | Sell |
11,484
-12,303
| -52% | -$709K | 0.06% | 331 |
|
|
2024
Q4 | $1.27M | Buy |
23,787
+5,522
| +30% | +$295K | 0.1% | 222 |
|
|
2024
Q3 | $1.15M | Buy |
18,265
+1,938
| +12% | +$123K | 0.08% | 260 |
|
|
2024
Q2 | $862K | Sell |
16,327
-6,618
| -29% | -$350K | 0.08% | 264 |
|
|
2024
Q1 | $1.24M | Sell |
22,945
-1,316
| -5% | -$71.2K | 0.14% | 165 |
|
|
2023
Q4 | $1.39M | Buy |
24,261
+16,352
| +207% | +$939K | 0.16% | 148 |
|
|
2023
Q3 | $395K | Buy |
7,909
+2,942
| +59% | +$147K | 0.07% | 286 |
|
|
2023
Q2 | $297K | Buy |
+4,967
| New | +$297K | 0.09% | 199 |
|