Legacy Financial Advisors’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 | – | Sell |
-14,718
| Closed | -$854K | – | 390 |
|
|
2025
Q1 | $854K | Buy |
14,718
+361
| +3% | +$20.9K | 0.14% | 119 |
|
|
2024
Q4 | $767K | Buy |
14,357
+1,567
| +12% | +$83.7K | 0.13% | 134 |
|
|
2024
Q3 | $811K | Sell |
12,790
-52
| -0.4% | -$3.3K | 0.14% | 123 |
|
|
2024
Q2 | $678K | Buy |
12,842
+222
| +2% | +$11.7K | 0.12% | 143 |
|
|
2024
Q1 | $683K | Buy |
+12,620
| New | +$683K | 0.12% | 138 |
|
|
2019
Q2 | – | Sell |
-108
| Closed | -$8K | – | 656 |
|
|
2019
Q1 | $8K | Hold |
108
| – | – | ﹤0.01% | 672 |
|
|
2018
Q4 | $7K | Buy |
108
+99
| +1,100% | +$6.42K | ﹤0.01% | 655 |
|
|
2018
Q3 | $0 | Hold |
9
| – | – | ﹤0.01% | 934 |
|
|
2018
Q2 | $0 | Hold |
9
| – | – | ﹤0.01% | 952 |
|
|
2018
Q1 | $0 | Hold |
9
| – | – | ﹤0.01% | 878 |
|
|
2017
Q4 | $0 | Buy |
+9
| New | – | ﹤0.01% | 845 |
|