Moneta Group Investment 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 | $554K | Buy |
9,614
+131
| +1% | +$7.55K | 0.01% | 416 |
|
|
2025
Q1 | $550K | Sell |
9,483
-915
| -9% | -$53.1K | 0.01% | 396 |
|
|
2024
Q4 | $555K | Sell |
10,398
-573
| -5% | -$30.6K | 0.01% | 390 |
|
|
2024
Q3 | $696K | Buy |
10,971
+319
| +3% | +$20.2K | 0.01% | 344 |
|
|
2024
Q2 | $563K | Buy |
10,652
+686
| +7% | +$36.2K | 0.01% | 362 |
|
|
2024
Q1 | $539K | Sell |
9,966
-417
| -4% | -$22.6K | 0.01% | 363 |
|
|
2023
Q4 | $596K | Buy |
10,383
+1,380
| +15% | +$79.2K | 0.01% | 314 |
|
|
2023
Q3 | $450K | Buy |
9,003
+1,007
| +13% | +$50.3K | 0.01% | 339 |
|
|
2023
Q2 | $478K | Sell |
7,996
-982
| -11% | -$58.7K | 0.01% | 331 |
|
|
2023
Q1 | $569K | Buy |
8,978
+1,246
| +16% | +$78.9K | 0.01% | 294 |
|
|
2022
Q4 | $524K | Sell |
7,732
-859
| -10% | -$58.3K | 0.01% | 287 |
|
|
2022
Q3 | $500K | Sell |
8,591
-756
| -8% | -$44K | 0.02% | 276 |
|
|
2022
Q2 | $638K | Buy |
9,347
+1,281
| +16% | +$87.4K | 0.02% | 268 |
|
|
2022
Q1 | $559K | Buy |
8,066
+2,521
| +45% | +$175K | 0.02% | 279 |
|
|
2021
Q4 | $397K | Buy |
5,545
+819
| +17% | +$58.6K | 0.02% | 331 |
|
|
2021
Q3 | $297K | Sell |
4,726
-238
| -5% | -$15K | 0.01% | 368 |
|
|
2021
Q2 | $321K | Sell |
4,964
-253
| -5% | -$16.4K | 0.01% | 349 |
|
|
2021
Q1 | $321K | Buy |
5,217
+254
| +5% | +$15.6K | 0.02% | 319 |
|
|
2020
Q4 | $299K | Buy |
+4,963
| New | +$299K | 0.02% | 257 |
|
|
2020
Q1 | – | Sell |
-252
| Closed | -$18K | – | 272 |
|
|
2019
Q4 | $18K | Buy |
252
+9
| +4% | +$643 | ﹤0.01% | 270 |
|
|
2019
Q3 | $18K | Buy |
+243
| New | +$18K | ﹤0.01% | 272 |
|
|
2018
Q2 | – | Sell |
-1,135
| Closed | -$57K | – | 561 |
|
|
2018
Q1 | $57K | Buy |
1,135
+1,129
| +18,817% | +$56.7K | 0.01% | 305 |
|
|
2017
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 525 |
|