Laurel Wealth Advisors (North Carolina)’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 | $100K | Buy |
5,761
+5,661
| +5,661% | +$98.3K | ﹤0.01% | 504 |
|
|
2025
Q1 | $5.8K | Hold |
100
| – | – | ﹤0.01% | 523 |
|
|
2024
Q4 | $5.34K | Buy |
+100
| New | +$5.34K | ﹤0.01% | 548 |
|
|
2024
Q3 | – | Sell |
-10
| Closed | -$529 | – | 734 |
|
|
2024
Q2 | $529 | Sell |
10
-24
| -71% | -$1.27K | ﹤0.01% | 609 |
|
|
2024
Q1 | $1.84K | Buy |
34
+24
| +240% | +$1.3K | ﹤0.01% | 552 |
|
|
2023
Q4 | $575 | Hold |
10
| – | – | ﹤0.01% | 532 |
|
|
2023
Q3 | $500 | Buy |
+10
| New | +$500 | ﹤0.01% | 542 |
|
|
2021
Q3 | – | Sell |
-516
| Closed | -$33K | – | 713 |
|
|
2021
Q2 | $33K | Hold |
516
| – | – | 0.01% | 316 |
|
|
2021
Q1 | $32K | Buy |
516
+103
| +25% | +$6.39K | 0.01% | 301 |
|
|
2020
Q4 | $25K | Hold |
413
| – | – | 0.01% | 321 |
|
|
2020
Q3 | $24K | Hold |
413
| – | – | 0.01% | 301 |
|
|
2020
Q2 | $24K | Hold |
413
| – | – | 0.01% | 296 |
|
|
2020
Q1 | $20K | Hold |
413
| – | – | 0.01% | 293 |
|
|
2019
Q4 | $29K | Hold |
413
| – | – | 0.01% | 292 |
|
|
2019
Q3 | $31K | Hold |
413
| – | – | 0.01% | 279 |
|
|
2019
Q2 | $28K | Hold |
413
| – | – | 0.01% | 290 |
|
|
2019
Q1 | $29K | Hold |
413
| – | – | 0.01% | 277 |
|
|
2018
Q4 | $25K | Buy |
+413
| New | +$25K | 0.01% | 278 |
|