Larson Financial Group’s Cohen & Steers Real Estate Opportunities and Income Fund RLTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.8K | Hold |
1,700
| – | – | ﹤0.01% | 1353 |
|
|
2025
Q1 | $26.1K | Buy |
1,700
+800
| +89% | +$12.3K | ﹤0.01% | 1254 |
|
|
2024
Q4 | $13.3K | Buy |
900
+94
| +12% | +$1.39K | ﹤0.01% | 1378 |
|
|
2024
Q3 | $13.8K | Hold |
806
| – | – | ﹤0.01% | 1344 |
|
|
2024
Q2 | $11.5K | Hold |
806
| – | – | ﹤0.01% | 1213 |
|
|
2024
Q1 | $11.9K | Buy |
806
+406
| +102% | +$5.99K | ﹤0.01% | 1001 |
|
|
2023
Q4 | $5.6K | Hold |
400
| – | – | ﹤0.01% | 1152 |
|
|
2023
Q3 | $5.22K | Hold |
400
| – | – | ﹤0.01% | 1162 |
|
|
2023
Q2 | $5.51K | Buy |
+400
| New | +$5.51K | ﹤0.01% | 1079 |
|