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 |
|