Kovack 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 | $331K | Buy |
5,746
+1,776
| +45% | +$102K | 0.03% | 435 |
|
|
2025
Q1 | $230K | Sell |
3,970
-16,731
| -81% | -$971K | 0.02% | 494 |
|
|
2024
Q4 | $1.11M | Sell |
20,701
-4,057
| -16% | -$217K | 0.11% | 159 |
|
|
2024
Q3 | $1.57M | Sell |
24,758
-2,574
| -9% | -$163K | 0.17% | 110 |
|
|
2024
Q2 | $1.44M | Sell |
27,332
-924
| -3% | -$48.8K | 0.16% | 126 |
|
|
2024
Q1 | $1.53M | Buy |
28,256
+12,985
| +85% | +$702K | 0.19% | 112 |
|
|
2023
Q4 | $877K | Buy |
+15,271
| New | +$877K | 0.1% | 184 |
|
|
2023
Q3 | – | Sell |
-3,697
| Closed | -$221K | – | 590 |
|
|
2023
Q2 | $221K | Sell |
3,697
-693
| -16% | -$41.4K | 0.03% | 491 |
|
|
2023
Q1 | $278K | Sell |
4,390
-1,429
| -25% | -$90.5K | 0.04% | 427 |
|
|
2022
Q4 | $369K | Sell |
5,819
-19
| -0.3% | -$1.21K | 0.05% | 355 |
|
|
2022
Q3 | $340K | Sell |
5,838
-864
| -13% | -$50.3K | 0.05% | 379 |
|
|
2022
Q2 | $458K | Sell |
6,702
-553
| -8% | -$37.8K | 0.06% | 337 |
|
|
2022
Q1 | $502K | Sell |
7,255
-1,592
| -18% | -$110K | 0.05% | 383 |
|
|
2021
Q4 | $633K | Buy |
8,847
+1,437
| +19% | +$103K | 0.06% | 334 |
|
|
2021
Q3 | $466K | Sell |
7,410
-182
| -2% | -$11.4K | 0.05% | 390 |
|
|
2021
Q2 | $491K | Sell |
7,592
-404
| -5% | -$26.1K | 0.06% | 358 |
|
|
2021
Q1 | $492K | Buy |
7,996
+527
| +7% | +$32.4K | 0.06% | 312 |
|
|
2020
Q4 | $450K | Buy |
7,469
+2
| +0% | +$120 | 0.06% | 302 |
|
|
2020
Q3 | $440K | Buy |
7,467
+31
| +0.4% | +$1.83K | 0.08% | 253 |
|
|
2020
Q2 | $429K | Buy |
7,436
+173
| +2% | +$9.98K | 0.08% | 238 |
|
|
2020
Q1 | $351K | Buy |
7,263
+780
| +12% | +$37.7K | 0.08% | 256 |
|
|
2019
Q4 | $463K | Buy |
+6,483
| New | +$463K | 0.08% | 259 |
|
|
2018
Q1 | – | Sell |
-4,809
| Closed | -$266K | – | 511 |
|
|
2017
Q4 | $266K | Buy |
4,809
+113
| +2% | +$6.25K | 0.07% | 329 |
|
|
2017
Q3 | $260K | Sell |
4,696
-394
| -8% | -$21.8K | 0.09% | 268 |
|
|
2017
Q2 | $272K | Buy |
+5,090
| New | +$272K | 0.09% | 269 |
|