MV Capital 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
$35K Buy
608
+31
+5% +$1.79K ﹤0.01% 355
2025
Q1
$33.5K Buy
577
+25
+5% +$1.45K ﹤0.01% 364
2024
Q4
$29.5K Sell
552
-142
-20% -$7.58K ﹤0.01% 357
2024
Q3
$44K Buy
694
+157
+29% +$9.96K ﹤0.01% 318
2024
Q2
$28.4K Buy
537
+147
+38% +$7.77K ﹤0.01% 366
2024
Q1
$21.1K Sell
390
-1
-0.3% -$54 ﹤0.01% 413
2023
Q4
$22.5K Sell
391
-10
-2% -$574 ﹤0.01% 402
2023
Q3
$20K Buy
401
+85
+27% +$4.25K ﹤0.01% 394
2023
Q2
$18.9K Sell
316
-8
-2% -$478 ﹤0.01% 414
2023
Q1
$20.5K Buy
324
+192
+145% +$12.2K ﹤0.01% 398
2022
Q4
$8.37K Sell
132
-173
-57% -$11K ﹤0.01% 487
2022
Q3
$18K Buy
305
+155
+103% +$9.15K ﹤0.01% 350
2022
Q2
$10K Sell
150
-41
-21% -$2.73K ﹤0.01% 435
2022
Q1
$13K Buy
191
+16
+9% +$1.09K ﹤0.01% 403
2021
Q4
$13K Buy
175
+44
+34% +$3.27K ﹤0.01% 390
2021
Q3
$8K Buy
131
+44
+51% +$2.69K ﹤0.01% 484
2021
Q2
$6K Buy
87
+79
+988% +$5.45K ﹤0.01% 465
2021
Q1
$1K Buy
+8
New +$1K ﹤0.01% 407