Mayflower Financial Advisors’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 | $283K | Sell |
4,917
-324
| -6% | -$18.7K | 0.04% | 324 |
|
|
2025
Q1 | $304K | Sell |
5,241
-255
| -5% | -$14.8K | 0.05% | 301 |
|
|
2024
Q4 | $294K | Buy |
5,496
+334
| +6% | +$17.8K | 0.04% | 298 |
|
|
2024
Q3 | $327K | Buy |
5,162
+122
| +2% | +$7.74K | 0.05% | 277 |
|
|
2024
Q2 | $266K | Buy |
5,040
+87
| +2% | +$4.6K | 0.04% | 297 |
|
|
2024
Q1 | $268K | Sell |
4,953
-111
| -2% | -$6.01K | 0.04% | 294 |
|
|
2023
Q4 | $291K | Sell |
5,064
-165
| -3% | -$9.47K | 0.04% | 269 |
|
|
2023
Q3 | $261K | Buy |
5,229
+475
| +10% | +$23.7K | 0.04% | 271 |
|
|
2023
Q2 | $284K | Sell |
4,754
-75
| -2% | -$4.48K | 0.04% | 278 |
|
|
2023
Q1 | $306K | Buy |
4,829
+68
| +1% | +$4.31K | 0.04% | 264 |
|
|
2022
Q4 | $302K | Buy |
4,761
+479
| +11% | +$30.4K | 0.04% | 260 |
|
|
2022
Q3 | $249K | Buy |
4,282
+284
| +7% | +$16.5K | 0.04% | 274 |
|
|
2022
Q2 | $273K | Sell |
3,998
-42
| -1% | -$2.87K | 0.04% | 262 |
|
|
2022
Q1 | $280K | Buy |
4,040
+275
| +7% | +$19.1K | 0.04% | 285 |
|
|
2021
Q4 | $270K | Buy |
3,765
+94
| +3% | +$6.74K | 0.04% | 284 |
|
|
2021
Q3 | $249K | Buy |
3,671
+207
| +6% | +$14K | 0.03% | 286 |
|
|
2021
Q2 | $224K | Buy |
3,464
+36
| +1% | +$2.33K | 0.03% | 284 |
|
|
2021
Q1 | $211K | Sell |
3,428
-50
| -1% | -$3.08K | 0.03% | 272 |
|
|
2020
Q4 | $210K | Buy |
+3,478
| New | +$210K | 0.04% | 256 |
|