NewEdge 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 | $1.38M | Sell |
24,216
-4,351
| -15% | -$248K | 0.02% | 460 |
|
|
2025
Q1 | $1.66M | Sell |
28,567
-1,747
| -6% | -$101K | 0.03% | 387 |
|
|
2024
Q4 | $1.62M | Sell |
30,314
-3,370
| -10% | -$180K | 0.03% | 397 |
|
|
2024
Q3 | $2.14M | Sell |
33,684
-61
| -0.2% | -$3.87K | 0.04% | 334 |
|
|
2024
Q2 | $1.78M | Sell |
33,745
-437
| -1% | -$23.1K | 0.04% | 343 |
|
|
2024
Q1 | $1.88M | Buy |
34,182
+497
| +1% | +$27.3K | 0.04% | 335 |
|
|
2023
Q4 | $1.93M | Sell |
33,685
-2,100
| -6% | -$121K | 0.05% | 302 |
|
|
2023
Q3 | $1.79M | Buy |
35,785
+6,707
| +23% | +$335K | 0.06% | 278 |
|
|
2023
Q2 | $1.74M | Sell |
29,078
-35
| -0.1% | -$2.09K | 0.06% | 277 |
|
|
2023
Q1 | $1.84M | Buy |
29,113
+306
| +1% | +$19.4K | 0.07% | 235 |
|
|
2022
Q4 | $1.83M | Buy |
28,807
+617
| +2% | +$39.1K | 0.08% | 222 |
|
|
2022
Q3 | $1.64M | Buy |
28,190
+3,254
| +13% | +$189K | 0.08% | 215 |
|
|
2022
Q2 | $1.7M | Buy |
24,936
+21,737
| +679% | +$1.48M | 0.08% | 208 |
|
|
2022
Q1 | $222K | Buy |
+3,199
| New | +$222K | 0.01% | 392 |
|