Lindbrook Capital’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $308K | Buy |
5,309
+2,881
| +119% | +$167K | 0.03% | 311 |
|
|
2024
Q4 | $130K | Buy |
2,428
+85
| +4% | +$4.54K | 0.01% | 482 |
|
|
2024
Q3 | $149K | Buy |
2,343
+386
| +20% | +$24.5K | 0.01% | 456 |
|
|
2024
Q2 | $103K | Buy |
1,957
+374
| +24% | +$19.8K | 0.01% | 533 |
|
|
2024
Q1 | $85.6K | Buy |
1,583
+25
| +2% | +$1.35K | 0.01% | 583 |
|
|
2023
Q4 | $89.5K | Sell |
1,558
-400
| -20% | -$23K | 0.01% | 558 |
|
|
2023
Q3 | $97.8K | Buy |
1,958
+143
| +8% | +$7.14K | 0.01% | 477 |
|
|
2023
Q2 | $109K | Sell |
1,815
-111
| -6% | -$6.64K | 0.01% | 464 |
|
|
2023
Q1 | $122K | Sell |
1,926
-2,558
| -57% | -$162K | 0.01% | 430 |
|
|
2022
Q4 | $284K | Sell |
4,484
-1,497
| -25% | -$95K | 0.04% | 261 |
|
|
2022
Q3 | $348K | Buy |
5,981
+651
| +12% | +$37.9K | 0.06% | 191 |
|
|
2022
Q2 | $364K | Sell |
5,330
-3,388
| -39% | -$231K | 0.06% | 192 |
|
|
2022
Q1 | $604K | Buy |
8,718
+949
| +12% | +$65.7K | 0.09% | 139 |
|
|
2021
Q4 | $556K | Buy |
7,769
+4,290
| +123% | +$307K | 0.08% | 147 |
|
|
2021
Q3 | $219K | Buy |
3,479
+52
| +2% | +$3.27K | 0.06% | 134 |
|
|
2021
Q2 | $222K | Sell |
3,427
-19
| -0.6% | -$1.23K | 0.05% | 151 |
|
|
2021
Q1 | $212K | Buy |
3,446
+784
| +29% | +$48.2K | 0.05% | 145 |
|
|
2020
Q4 | $160K | Buy |
2,662
+1,413
| +113% | +$84.9K | 0.04% | 168 |
|
|
2020
Q3 | $74K | Buy |
1,249
+35
| +3% | +$2.07K | 0.02% | 266 |
|
|
2020
Q2 | $70K | Buy |
1,214
+23
| +2% | +$1.33K | 0.02% | 282 |
|
|
2020
Q1 | $58K | Buy |
1,191
+581
| +95% | +$28.3K | 0.02% | 287 |
|
|
2019
Q4 | $44K | Hold |
610
| – | – | 0.02% | 484 |
|
|
2019
Q3 | $45K | Sell |
610
-68
| -10% | -$5.02K | 0.02% | 456 |
|
|
2019
Q2 | $45K | Hold |
678
| – | – | 0.02% | 455 |
|
|
2019
Q1 | $48K | Hold |
678
| – | – | 0.02% | 420 |
|
|
2018
Q4 | $41K | Buy |
+678
| New | +$41K | 0.02% | 408 |
|