Mutual Advisors’s Realty Income O Stock Holding History

Mutual Advisors’s Portfolio O Stock Details O Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.48M	Sell	77,393 -1,420	-2%	-$82.2K	0.11%	187
2025 Q1	$4.48M	Sell	78,813 -2,725	-3%	-$155K	0.13%	162
2024 Q4	$4.45M	Buy	81,538 +4,299	+6%	+$235K	0.13%	155
2024 Q3	$4.89M	Sell	77,239 -996	-1%	-$63.1K	0.14%	137
2024 Q2	$4.55M	Buy	78,235 +5,847	+8%	+$340K	0.14%	149
2024 Q1	$3.92M	Sell	72,388 -12,531	-15%	-$678K	0.13%	154
2023 Q4	$4.88M	Buy	84,919 +14,385	+20%	+$826K	0.17%	128
2023 Q3	$3.52M	Buy	70,534 +3,338	+5%	+$167K	0.14%	155
2023 Q2	$4.02M	Buy	67,196 +21,985	+49%	+$1.31M	0.15%	135
2023 Q1	$2.86M	Buy	45,211 +3,134	+7%	+$198K	0.12%	180
2022 Q4	$2.67M	Buy	42,077 +680	+2%	+$43.1K	0.12%	180
2022 Q3	$2.41M	Buy	41,397 +1,842	+5%	+$107K	0.12%	165
2022 Q2	$2.7M	Buy	39,555 +1,093	+3%	+$74.6K	0.18%	135
2022 Q1	$2.67M	Buy	38,462 +778	+2%	+$53.9K	0.15%	162
2021 Q4	$2.7M	Buy	37,684 +5,380	+17%	+$385K	0.14%	172
2021 Q3	$2.03M	Sell	32,304 -2,340	-7%	-$147K	0.12%	213
2021 Q2	$2.24M	Buy	34,644 +1,369	+4%	+$88.5K	0.13%	195
2021 Q1	$2.05M	Buy	33,275 +662	+2%	+$40.7K	0.14%	179
2020 Q4	$1.97M	Sell	32,613 -204	-0.6%	-$12.3K	0.15%	167
2020 Q3	$1.93M	Sell	32,817 -1,148	-3%	-$67.6K	0.17%	147
2020 Q2	$1.96M	Sell	33,965 -3,876	-10%	-$223K	0.19%	129
2020 Q1	$1.83M	Sell	37,841 -1,021	-3%	-$49.3K	0.25%	99
2019 Q4	$2.77M	Buy	38,862 +3,156	+9%	+$225K	0.3%	82
2019 Q3	$2.65M	Buy	35,706 +1,881	+6%	+$140K	0.35%	64
2019 Q2	$2.26M	Buy	33,825 +161	+0.5%	+$10.8K	0.29%	71
2019 Q1	$2.4M	Sell	33,664 -47	-0.1%	-$3.35K	0.36%	63
2018 Q4	$2.06M	Buy	33,711 +546	+2%	+$33.3K	0.41%	50
2018 Q3	$1.83M	Sell	33,165 -127	-0.4%	-$7K	0.28%	80
2018 Q2	$1.74M	Buy	33,292 +487	+1%	+$25.4K	0.4%	65
2018 Q1	$1.64M	Buy	32,805 +28,351	+637%	+$1.42M	0.42%	49
2017 Q4	$246K	Buy	+4,454	New	+$246K	0.09%	241