Luther King Capital Management (LKCM)’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 | $280K | Sell |
4,856
-505
| -9% | -$29.1K | ﹤0.01% | 525 |
|
2025
Q1 | $311K | Sell |
5,361
-361
| -6% | -$20.9K | ﹤0.01% | 518 |
|
2024
Q4 | $306K | Sell |
5,722
-200
| -3% | -$10.7K | ﹤0.01% | 514 |
|
2024
Q3 | $376K | Sell |
5,922
-26,899
| -82% | -$1.71M | ﹤0.01% | 500 |
|
2024
Q2 | $1.73M | Buy |
32,821
+6,363
| +24% | +$336K | 0.01% | 327 |
|
2024
Q1 | $1.43M | Buy |
+26,458
| New | +$1.43M | 0.01% | 355 |
|