Lantz Financial’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 | $294K | Buy |
5,099
+597
| +13% | +$34.4K | 0.07% | 182 |
|
|
2025
Q1 | $261K | Buy |
4,502
+327
| +8% | +$19K | 0.07% | 186 |
|
|
2024
Q4 | $223K | Sell |
4,175
-290
| -6% | -$15.5K | 0.06% | 210 |
|
|
2024
Q3 | $283K | Buy |
4,465
+30
| +0.7% | +$1.9K | 0.08% | 185 |
|
|
2024
Q2 | $234K | Buy |
+4,435
| New | +$234K | 0.07% | 188 |
|