Merit Financial Group’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 | $2.1M | Buy |
36,504
+14,252
| +64% | +$821K | 0.02% | 501 |
|
|
2025
Q1 | $1.29M | Buy |
22,252
+5,793
| +35% | +$336K | 0.02% | 560 |
|
|
2024
Q4 | $879K | Sell |
16,459
-8,778
| -35% | -$469K | 0.02% | 537 |
|
|
2024
Q3 | $1.6M | Buy |
25,237
+17,217
| +215% | +$1.09M | 0.04% | 312 |
|
|
2024
Q2 | $424K | Buy |
8,020
+449
| +6% | +$23.7K | 0.01% | 622 |
|
|
2024
Q1 | $418K | Buy |
7,571
+3,231
| +74% | +$179K | 0.01% | 602 |
|
|
2023
Q4 | $249K | Buy |
+4,340
| New | +$249K | 0.01% | 669 |
|
|
2022
Q3 | – | Sell |
-3,443
| Closed | -$235K | – | 618 |
|
|
2022
Q2 | $235K | Buy |
+3,443
| New | +$235K | 0.01% | 482 |
|