Leo Wealth LLC’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 | $340K | Sell |
5,909
-6
| -0.1% | -$346 | 0.03% | 289 |
|
|
2025
Q1 | $343K | Buy |
5,915
+548
| +10% | +$31.8K | 0.05% | 206 |
|
|
2024
Q4 | $287K | Buy |
5,367
+638
| +13% | +$34.1K | 0.03% | 297 |
|
|
2024
Q3 | $300K | Sell |
4,729
-1,174
| -20% | -$74.5K | 0.03% | 281 |
|
|
2024
Q2 | $312K | Buy |
5,903
+1,267
| +27% | +$66.9K | 0.03% | 266 |
|
|
2024
Q1 | $251K | Buy |
4,636
+285
| +7% | +$15.4K | 0.03% | 289 |
|
|
2023
Q4 | $250K | Buy |
+4,351
| New | +$250K | 0.03% | 283 |
|