Larson Financial Group’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 | $426K | Buy |
7,386
+1,930
| +35% | +$111K | 0.02% | 473 |
|
|
2025
Q1 | $317K | Sell |
5,456
-5,185
| -49% | -$301K | 0.02% | 510 |
|
|
2024
Q4 | $568K | Buy |
10,641
+1,809
| +20% | +$96.6K | 0.03% | 323 |
|
|
2024
Q3 | $560K | Buy |
8,832
+3,407
| +63% | +$216K | 0.03% | 312 |
|
|
2024
Q2 | $287K | Sell |
5,425
-16
| -0.3% | -$845 | 0.02% | 374 |
|
|
2024
Q1 | $294K | Buy |
5,441
+3,004
| +123% | +$163K | 0.02% | 318 |
|
|
2023
Q4 | $140K | Buy |
2,437
+73
| +3% | +$4.19K | 0.01% | 423 |
|
|
2023
Q3 | $118K | Buy |
2,364
+1,951
| +472% | +$97.4K | 0.01% | 424 |
|
|
2023
Q2 | $24.7K | Sell |
413
-331
| -44% | -$19.8K | ﹤0.01% | 683 |
|
|
2023
Q1 | $47.1K | Buy |
744
+17
| +2% | +$1.08K | 0.01% | 566 |
|
|
2022
Q4 | $46.1K | Buy |
727
+155
| +27% | +$9.83K | 0.01% | 533 |
|
|
2022
Q3 | $33K | Buy |
572
+1
| +0.2% | +$58 | ﹤0.01% | 535 |
|
|
2022
Q2 | $39K | Buy |
571
+2
| +0.4% | +$137 | 0.01% | 417 |
|
|
2022
Q1 | $39K | Buy |
569
+2
| +0.4% | +$137 | 0.01% | 414 |
|
|
2021
Q4 | $41K | Buy |
567
+138
| +32% | +$9.98K | 0.01% | 413 |
|
|
2021
Q3 | $27K | Buy |
429
+2
| +0.5% | +$126 | 0.01% | 409 |
|
|
2021
Q2 | $28K | Buy |
427
+156
| +58% | +$10.2K | 0.01% | 380 |
|
|
2021
Q1 | $17K | Hold |
271
| – | – | 0.01% | 442 |
|
|
2020
Q4 | $16K | Hold |
271
| – | – | 0.01% | 416 |
|
|
2020
Q3 | $16K | Sell |
271
-26
| -9% | -$1.54K | 0.01% | 364 |
|
|
2020
Q2 | $17K | Buy |
297
+26
| +10% | +$1.49K | 0.01% | 305 |
|
|
2020
Q1 | $13K | Hold |
271
| – | – | 0.01% | 261 |
|
|
2019
Q4 | $19K | Hold |
271
| – | – | 0.01% | 227 |
|
|
2019
Q3 | $20K | Buy |
+271
| New | +$20K | 0.01% | 223 |
|