LRI Investments’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 | $980K | Sell |
17,013
-228
| -1% | -$13.1K | 0.08% | 108 |
|
|
2025
Q1 | $1M | Sell |
17,241
-89
| -0.5% | -$5.16K | 0.1% | 106 |
|
|
2024
Q4 | $926K | Sell |
17,330
-225
| -1% | -$12K | 0.09% | 86 |
|
|
2024
Q3 | $984K | Sell |
17,555
-98
| -0.6% | -$5.5K | 0.1% | 85 |
|
|
2024
Q2 | $932K | Hold |
17,653
| – | – | 0.11% | 68 |
|
|
2024
Q1 | $955K | Buy |
+17,653
| New | +$955K | 0.24% | 48 |
|