Lido 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 | $2.79M | Buy |
48,508
+4,760
| +11% | +$274K | 0.01% | 465 |
|
2025
Q1 | $2.54M | Buy |
43,748
+4,839
| +12% | +$281K | 0.01% | 461 |
|
2024
Q4 | $2.08M | Sell |
38,909
-1,761
| -4% | -$94.1K | 0.01% | 473 |
|
2024
Q3 | $2.58M | Buy |
40,670
+7,860
| +24% | +$498K | 0.01% | 388 |
|
2024
Q2 | $1.73M | Buy |
32,810
+1,546
| +5% | +$81.7K | 0.01% | 450 |
|
2024
Q1 | $1.7M | Sell |
31,264
-4,791
| -13% | -$260K | 0.01% | 439 |
|
2023
Q4 | $2.08M | Sell |
36,055
-2,441
| -6% | -$141K | 0.01% | 379 |
|
2023
Q3 | $1.92M | Sell |
38,496
-2,960
| -7% | -$148K | 0.01% | 366 |
|
2023
Q2 | $2.48M | Buy |
41,456
+27,362
| +194% | +$1.64M | 0.02% | 307 |
|
2023
Q1 | $63.3K | Buy |
14,094
+962
| +7% | +$4.32K | ﹤0.01% | 954 |
|
2022
Q4 | $833K | Buy |
13,132
+400
| +3% | +$25.4K | 0.01% | 408 |
|
2022
Q3 | $740K | Buy |
12,732
+3,249
| +34% | +$189K | 0.01% | 398 |
|
2022
Q2 | $647K | Buy |
9,483
+685
| +8% | +$46.7K | 0.01% | 404 |
|
2022
Q1 | $609K | Buy |
8,798
+1,475
| +20% | +$102K | 0.01% | 481 |
|
2021
Q4 | $524K | Sell |
7,323
-363
| -5% | -$26K | 0.01% | 525 |
|
2021
Q3 | $483K | Buy |
7,686
+2,371
| +45% | +$149K | 0.01% | 534 |
|
2021
Q2 | $345K | Sell |
5,315
-256
| -5% | -$16.6K | ﹤0.01% | 565 |
|
2021
Q1 | $344K | Buy |
5,571
+542
| +11% | +$33.5K | 0.01% | 535 |
|
2020
Q4 | $304K | Sell |
5,029
-118
| -2% | -$7.13K | 0.01% | 547 |
|
2020
Q3 | $304K | Sell |
5,147
-3,922
| -43% | -$232K | 0.01% | 426 |
|
2020
Q2 | $525K | Buy |
9,069
+3,238
| +56% | +$187K | 0.02% | 303 |
|
2020
Q1 | $283K | Sell |
5,831
-143
| -2% | -$6.94K | 0.01% | 383 |
|
2019
Q4 | $428K | Buy |
5,974
+863
| +17% | +$61.8K | 0.02% | 375 |
|
2019
Q3 | $381K | Buy |
5,111
+853
| +20% | +$63.6K | 0.02% | 354 |
|
2019
Q2 | $285K | Buy |
4,258
+58
| +1% | +$3.88K | 0.02% | 396 |
|
2019
Q1 | $300K | Buy |
+4,200
| New | +$300K | 0.02% | 356 |
|