MB, Levis & Associates’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 | $32.1K | Buy |
558
+5
| +0.9% | +$288 | 0.01% | 146 |
|
|
2025
Q1 | $32.1K | Buy |
553
+5
| +0.9% | +$290 | 0.01% | 146 |
|
|
2024
Q4 | $29.3K | Buy |
548
+66
| +14% | +$3.53K | 0.01% | 145 |
|
|
2024
Q3 | $30.6K | Buy |
482
+3
| +0.6% | +$190 | 0.02% | 144 |
|
|
2024
Q2 | $25.3K | Buy |
479
+4
| +0.8% | +$211 | 0.01% | 149 |
|
|
2024
Q1 | $25.7K | Buy |
475
+3
| +0.6% | +$162 | 0.01% | 146 |
|
|
2023
Q4 | $27.1K | Buy |
472
+4
| +0.9% | +$230 | 0.02% | 141 |
|
|
2023
Q3 | $23.4K | Buy |
468
+3
| +0.6% | +$150 | 0.02% | 151 |
|
|
2023
Q2 | $27.8K | Buy |
465
+4
| +0.9% | +$239 | 0.02% | 144 |
|
|
2023
Q1 | $29.2K | Buy |
461
+6
| +1% | +$380 | 0.02% | 142 |
|
|
2022
Q4 | $28.9K | Buy |
+455
| New | +$28.9K | 0.02% | 131 |
|