LM 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 | $856K | Buy |
14,864
+2,983
| +25% | +$172K | 0.11% | 94 |
|
|
2025
Q1 | $689K | Buy |
11,881
+19
| +0.2% | +$1.1K | 0.12% | 130 |
|
|
2024
Q4 | $634K | Sell |
11,862
-3,299
| -22% | -$176K | 0.11% | 120 |
|
|
2024
Q3 | $962K | Sell |
15,161
-170
| -1% | -$10.8K | 0.2% | 77 |
|
|
2024
Q2 | $810K | Buy |
15,331
+11,143
| +266% | +$589K | ﹤0.01% | 106 |
|
|
2024
Q1 | $1.35M | Buy |
4,188
+2,349
| +128% | +$754K | 0.21% | 82 |
|
|
2023
Q4 | $106K | Buy |
+1,839
| New | +$106K | 0.02% | 250 |
|