Money Concepts Capital’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 | $1.05M | Buy |
18,284
+863
| +5% | +$49.7K | 0.07% | 235 |
|
|
2025
Q1 | $1.01M | Buy |
17,421
+2,688
| +18% | +$156K | 0.08% | 216 |
|
|
2024
Q4 | $787K | Buy |
14,733
+840
| +6% | +$44.9K | 0.06% | 239 |
|
|
2024
Q3 | $881K | Buy |
13,893
+576
| +4% | +$36.5K | 0.07% | 228 |
|
|
2024
Q2 | $703K | Buy |
13,317
+943
| +8% | +$49.8K | 0.06% | 245 |
|
|
2024
Q1 | $669K | Sell |
12,374
-3,967
| -24% | -$215K | 0.06% | 254 |
|
|
2023
Q4 | $938K | Buy |
16,341
+3,908
| +31% | +$224K | 0.09% | 211 |
|
|
2023
Q3 | $621K | Buy |
12,433
+280
| +2% | +$14K | 0.07% | 231 |
|
|
2023
Q2 | $727K | Sell |
12,153
-37,227
| -75% | -$2.23M | 0.07% | 224 |
|
|
2023
Q1 | $3.15M | Sell |
49,380
-13,902
| -22% | -$886K | 0.18% | 111 |
|
|
2022
Q4 | $4.01M | Buy |
63,282
+19,076
| +43% | +$1.21M | 0.18% | 110 |
|
|
2022
Q3 | $2.57M | Buy |
44,206
+33,027
| +295% | +$1.92M | 0.15% | 129 |
|
|
2022
Q2 | $784K | Sell |
11,179
-12,635
| -53% | -$886K | 0.07% | 220 |
|
|
2022
Q1 | $1.65M | Buy |
23,814
+13,257
| +126% | +$919K | 0.09% | 220 |
|
|
2021
Q4 | $756K | Buy |
+10,557
| New | +$756K | 0.06% | 242 |
|
|
2021
Q1 | $459K | Buy |
7,465
+957
| +15% | +$58.8K | 0.04% | 328 |
|
|
2020
Q4 | $392K | Buy |
+6,508
| New | +$392K | 0.04% | 321 |
|