Naviter Wealth’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 | $3.25M | Buy |
56,338
+1,973
| +4% | +$114K | 0.4% | 62 |
|
|
2025
Q1 | $3.08M | Buy |
54,365
+1,123
| +2% | +$63.6K | 0.37% | 70 |
|
|
2024
Q4 | $2.84M | Buy |
53,242
+8,078
| +18% | +$431K | 0.34% | 74 |
|
|
2024
Q3 | $2.86M | Sell |
45,164
-3,697
| -8% | -$234K | 0.4% | 61 |
|
|
2024
Q2 | $2.58M | Buy |
48,861
+5,225
| +12% | +$276K | 0.39% | 72 |
|
|
2024
Q1 | $2.37M | Buy |
43,636
+3,208
| +8% | +$174K | 0.39% | 71 |
|
|
2023
Q4 | $2.33M | Buy |
40,428
+6,919
| +21% | +$399K | 0.47% | 51 |
|
|
2023
Q3 | $1.68M | Buy |
33,509
+2,428
| +8% | +$122K | 0.41% | 61 |
|
|
2023
Q2 | $1.87M | Buy |
31,081
+2,326
| +8% | +$140K | 0.47% | 46 |
|
|
2023
Q1 | $1.83M | Buy |
28,755
+6,584
| +30% | +$419K | 0.64% | 30 |
|
|
2022
Q4 | $1.49M | Buy |
22,171
+5,949
| +37% | +$399K | 0.41% | 55 |
|
|
2022
Q3 | $948K | Buy |
+16,222
| New | +$948K | 0.39% | 55 |
|