Lake Street Advisors Group’s Realty Income O Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$241K Sell
4,521
-293
-6% -$15.6K 0.01% 513
2024
Q3
$305K Sell
4,814
-52
-1% -$3.3K 0.01% 450
2024
Q2
$257K Buy
4,866
+1,023
+27% +$54K 0.01% 481
2024
Q1
$209K Buy
3,843
+274
+8% +$14.9K 0.01% 550
2023
Q4
$206K Buy
+3,569
New +$206K 0.01% 537