Marcum Wealth’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $302K | Buy |
5,213
+390
| +8% | +$22.6K | 0.03% | 277 |
|
|
2024
Q4 | $258K | Sell |
4,823
-1,227
| -20% | -$65.5K | 0.02% | 312 |
|
|
2024
Q3 | $384K | Buy |
6,050
+503
| +9% | +$31.9K | 0.04% | 233 |
|
|
2024
Q2 | $293K | Buy |
5,547
+1,423
| +35% | +$75.2K | 0.03% | 279 |
|
|
2024
Q1 | $223K | Buy |
+4,124
| New | +$223K | 0.02% | 322 |
|
|
2023
Q4 | – | Sell |
-4,065
| Closed | -$203K | – | 395 |
|
|
2023
Q3 | $203K | Sell |
4,065
-324
| -7% | -$16.2K | 0.02% | 317 |
|
|
2023
Q2 | $262K | Buy |
4,389
+21
| +0.5% | +$1.26K | 0.03% | 275 |
|
|
2023
Q1 | $277K | Buy |
+4,368
| New | +$277K | 0.03% | 259 |
|
|
2022
Q4 | – | Sell |
-3,928
| Closed | -$229K | – | 392 |
|
|
2022
Q3 | $229K | Buy |
3,928
+889
| +29% | +$51.8K | 0.03% | 279 |
|
|
2022
Q2 | $207K | Buy |
+3,039
| New | +$207K | 0.03% | 297 |
|