NFP Retirement Inc’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 | $563K | Sell |
9,769
-395
| -4% | -$22.8K | 0.04% | 185 |
|
|
2025
Q1 | $590K | Buy |
10,164
+679
| +7% | +$39.4K | 0.05% | 164 |
|
|
2024
Q4 | $507K | Buy |
9,485
+121
| +1% | +$6.46K | 0.04% | 185 |
|
|
2024
Q3 | $594K | Buy |
9,364
+41
| +0.4% | +$2.6K | 0.05% | 170 |
|
|
2024
Q2 | $492K | Buy |
9,323
+67
| +0.7% | +$3.54K | 0.04% | 186 |
|
|
2024
Q1 | $501K | Buy |
9,256
+52
| +0.6% | +$2.81K | 0.04% | 182 |
|
|
2023
Q4 | $528K | Sell |
9,204
-179
| -2% | -$10.3K | 0.09% | 145 |
|
|
2023
Q3 | $469K | Buy |
9,383
+25
| +0.3% | +$1.25K | 0.09% | 150 |
|
|
2023
Q2 | $559K | Buy |
9,358
+3,241
| +53% | +$194K | 0.1% | 138 |
|
|
2023
Q1 | $387K | Buy |
6,117
+106
| +2% | +$6.71K | 0.08% | 175 |
|
|
2022
Q4 | $381K | Buy |
6,011
+42
| +0.7% | +$2.66K | 0.08% | 169 |
|
|
2022
Q3 | $347K | Buy |
5,969
+37
| +0.6% | +$2.15K | 0.09% | 165 |
|
|
2022
Q2 | $405K | Buy |
5,932
+37
| +0.6% | +$2.53K | 0.1% | 153 |
|
|
2022
Q1 | $408K | Buy |
5,895
+38
| +0.6% | +$2.63K | 0.1% | 150 |
|
|
2021
Q4 | $419K | Sell |
5,857
-11
| -0.2% | -$788 | 0.15% | 96 |
|
|
2021
Q3 | $369K | Buy |
5,868
+51
| +0.9% | +$3.2K | 0.15% | 96 |
|
|
2021
Q2 | $376K | Buy |
5,817
+47
| +0.8% | +$3.04K | 0.15% | 95 |
|
|
2021
Q1 | $355K | Buy |
5,770
+52
| +0.9% | +$3.2K | 0.15% | 91 |
|
|
2020
Q4 | $344K | Buy |
5,718
+432
| +8% | +$26K | 0.21% | 85 |
|
|
2020
Q3 | $311K | Buy |
5,286
+50
| +1% | +$2.94K | 0.21% | 76 |
|
|
2020
Q2 | $302K | Buy |
5,236
+40
| +0.8% | +$2.31K | 0.22% | 70 |
|
|
2020
Q1 | $251K | Buy |
5,196
+283
| +6% | +$13.7K | 0.25% | 64 |
|
|
2019
Q4 | $349K | Buy |
+4,913
| New | +$349K | 0.32% | 57 |
|