LexAurum Advisors’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $275K | Sell |
4,436
-431
| -9% | -$26.9K | 0.03% | 349 |
|
|
2026
Q1 | $298K | Buy |
+4,867
| New | +$305K | 0.04% | 321 |
|
|
2025
Q3 | $279K | Sell |
4,585
-105
| -2% | -$6.12K | 0.04% | 310 |
|
|
2025
Q2 | $270K | Buy |
4,690
+494
| +12% | +$27.9K | 0.04% | 296 |
|
|
2025
Q1 | $243K | Buy |
4,196
+28
| +0.7% | +$1.55K | 0.05% | 301 |
|
|
2024
Q4 | $223K | Buy |
4,168
+95
| +2% | +$5.53K | 0.04% | 299 |
|
|
2024
Q3 | $258K | Sell |
4,073
-318
| -7% | -$18.9K | 0.06% | 254 |
|
|
2024
Q2 | $232K | Sell |
4,391
-129
| -3% | -$6.89K | 0.06% | 263 |
|
|
2024
Q1 | $245K | Buy |
4,520
+989
| +28% | +$53.6K | 0.06% | 257 |
|
|
2023
Q4 | $203K | Buy |
+3,531
| New | +$185K | 0.05% | 282 |
|
|
2023
Q3 | – | Sell |
-4,439
| Closed | -$265K | – | 296 |
|
|
2023
Q2 | $265K | Sell |
4,439
-244
| -5% | -$14.9K | 0.08% | 219 |
|
|
2023
Q1 | $296K | Buy |
4,683
+18
| +0.4% | +$1.17K | 0.1% | 194 |
|
|
2022
Q4 | $296K | Sell |
4,665
-229
| -5% | -$14.2K | 0.11% | 184 |
|
|
2022
Q3 | $285K | Buy |
4,894
+5
| +0.1% | +$345 | 0.11% | 179 |
|
|
2022
Q2 | $334K | Buy |
4,889
+167
| +4% | +$11.5K | 0.12% | 165 |
|
|
2022
Q1 | $327K | Buy |
4,722
+1
| +0% | +$68 | 0.11% | 177 |
|
|
2021
Q4 | $338K | Buy |
4,721
+1,435
| +44% | +$98.7K | 0.11% | 184 |
|
|
2021
Q3 | $207K | Buy |
+3,286
| New | +$222K | 0.06% | 263 |
|
|
2020
Q4 | – | Sell |
-3,949
| Closed | -$232K | – | 243 |
|
|
2020
Q3 | $232K | Buy |
3,949
+258
| +7% | +$15.3K | 0.1% | 199 |
|
|
2020
Q2 | $213K | Buy |
+3,691
| New | +$197K | 0.12% | 185 |
|
|
2020
Q1 | – | Sell |
-3,691
| Closed | -$263K | – | 229 |
|
|
2019
Q4 | $263K | Buy |
3,691
+281
| +8% | +$20.9K | 0.13% | 169 |
|
|
2019
Q3 | $253K | Buy |
+3,410
| New | +$239K | 0.15% | 150 |
|
Other funds holding O
CNB
TA
GHAM
ONB
PDN
CIG
P