LongView Wealth Management’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 | $2.18M | Buy |
37,876
+1,272
| +3% | +$73.3K | 0.66% | 41 |
|
2025
Q1 | $2.12M | Buy |
36,604
+1,416
| +4% | +$82.1K | 0.64% | 38 |
|
2024
Q4 | $1.88M | Buy |
35,188
+9,878
| +39% | +$528K | 0.57% | 41 |
|
2024
Q3 | $1.61M | Buy |
25,310
+4,099
| +19% | +$260K | 0.51% | 46 |
|
2024
Q2 | $1.12M | Buy |
21,211
+4,741
| +29% | +$250K | 0.41% | 55 |
|
2024
Q1 | $891K | Buy |
16,470
+354
| +2% | +$19.2K | 0.35% | 60 |
|
2023
Q4 | $956K | Buy |
+16,116
| New | +$956K | 0.43% | 53 |
|