LVM Capital 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 | $4.36M | Sell |
75,602
-663
| -0.9% | -$38.2K | 0.45% | 48 |
|
|
2025
Q1 | $4.42M | Sell |
76,265
-5,777
| -7% | -$335K | 0.49% | 43 |
|
|
2024
Q4 | $4.38M | Sell |
82,042
-18,563
| -18% | -$991K | 0.47% | 41 |
|
|
2024
Q3 | $5.31M | Hold |
100,605
| – | – | 0.6% | 37 |
|
|
2024
Q2 | $5.31M | Sell |
100,605
-1,517
| -1% | -$80.1K | 0.6% | 37 |
|
|
2024
Q1 | $5.53M | Buy |
102,122
+1,625
| +2% | +$87.9K | 0.65% | 37 |
|
|
2023
Q4 | $5.77M | Sell |
100,497
-62,408
| -38% | -$3.58M | 0.74% | 35 |
|
|
2023
Q3 | $8.14M | Sell |
162,905
-8,965
| -5% | -$448K | 1.15% | 30 |
|
|
2023
Q2 | $10.3M | Buy |
171,870
+11,770
| +7% | +$704K | 1.37% | 27 |
|
|
2023
Q1 | $10.1M | Buy |
160,100
+5,315
| +3% | +$337K | 1.41% | 26 |
|
|
2022
Q4 | $9.82M | Buy |
154,785
+10,290
| +7% | +$653K | 1.42% | 27 |
|
|
2022
Q3 | $8.41M | Buy |
+144,495
| New | +$8.41M | 1.29% | 31 |
|
|
2016
Q3 | – | Sell |
-3,189
| Closed | -$214K | – | 126 |
|
|
2016
Q2 | $214K | Buy |
+3,189
| New | +$214K | 0.06% | 107 |
|