Nations Financial Group’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
$719K Buy
12,476
+1,604
+15% +$92.4K 0.05% 374
2025
Q1
$631K Buy
10,872
+257
+2% +$14.9K 0.05% 374
2024
Q4
$567K Sell
10,615
-18,307
-63% -$978K 0.04% 405
2024
Q3
$1.83M Buy
28,922
+9,416
+48% +$597K 0.13% 180
2024
Q2
$1.03M Buy
19,506
+92
+0.5% +$4.86K 0.08% 253
2024
Q1
$1.05M Sell
19,414
-337
-2% -$18.2K 0.09% 250
2023
Q4
$1.13M Buy
19,751
+6,965
+54% +$400K 0.11% 225
2023
Q3
$639K Buy
12,786
+2,967
+30% +$148K 0.06% 309
2023
Q2
$587K Buy
9,819
+5,573
+131% +$333K 0.06% 350
2023
Q1
$269K Sell
4,246
-462
-10% -$29.3K 0.03% 515
2022
Q4
$299K Sell
4,708
-75
-2% -$4.76K 0.03% 471
2022
Q3
$278K Buy
4,783
+51
+1% +$2.96K 0.04% 407
2022
Q2
$323K Buy
4,732
+204
+5% +$13.9K 0.04% 395
2022
Q1
$314K Sell
4,528
-434
-9% -$30.1K 0.04% 419
2021
Q4
$355K Buy
+4,962
New +$355K 0.05% 355
2021
Q3
Sell
-3,199
Closed -$207K 449
2021
Q2
$207K Buy
+3,199
New +$207K 0.03% 388