Moseley Investment Management’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 | $781K | Buy |
13,565
+175
| +1% | +$10.1K | 0.27% | 75 |
|
|
2025
Q1 | $777K | Buy |
13,390
+391
| +3% | +$22.7K | 0.3% | 73 |
|
|
2024
Q4 | $694K | Sell |
12,999
-58
| -0.4% | -$3.1K | 0.27% | 73 |
|
|
2024
Q3 | $828K | Buy |
13,057
+1
| +0% | +$63 | 0.33% | 66 |
|
|
2024
Q2 | $690K | Buy |
13,056
+131
| +1% | +$6.92K | 0.32% | 71 |
|
|
2024
Q1 | $699K | Buy |
12,925
+990
| +8% | +$53.6K | 0.35% | 69 |
|
|
2023
Q4 | $685K | Buy |
11,935
+1,716
| +17% | +$98.5K | 0.38% | 62 |
|
|
2023
Q3 | $510K | Buy |
10,219
+771
| +8% | +$38.5K | 0.31% | 75 |
|
|
2023
Q2 | $565K | Buy |
9,448
+1,373
| +17% | +$82.1K | 0.33% | 73 |
|
|
2023
Q1 | $511K | Buy |
8,075
+1,852
| +30% | +$117K | 0.33% | 74 |
|
|
2022
Q4 | $395K | Sell |
6,223
-262
| -4% | -$16.6K | 0.28% | 86 |
|
|
2022
Q3 | $377K | Buy |
6,485
+390
| +6% | +$22.7K | 0.28% | 90 |
|
|
2022
Q2 | $416K | Buy |
6,095
+625
| +11% | +$42.7K | 0.29% | 89 |
|
|
2022
Q1 | $379K | Buy |
5,470
+224
| +4% | +$15.5K | 0.2% | 112 |
|
|
2021
Q4 | $376K | Sell |
5,246
-22
| -0.4% | -$1.58K | 0.17% | 126 |
|
|
2021
Q3 | $336K | Buy |
5,268
+619
| +13% | +$39.5K | 0.17% | 128 |
|
|
2021
Q2 | $301K | Buy |
4,649
+601
| +15% | +$38.9K | 0.15% | 136 |
|
|
2021
Q1 | $249K | Buy |
+4,048
| New | +$249K | 0.14% | 149 |
|