Panoramic Investment Advisors’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 | $325K | Sell |
5,634
-295
| -5% | -$17K | 0.2% | 87 |
|
|
2025
Q1 | $344K | Sell |
5,929
-151
| -2% | -$8.76K | 0.23% | 81 |
|
|
2024
Q4 | $325K | Sell |
6,080
-612
| -9% | -$32.7K | 0.21% | 85 |
|
|
2024
Q3 | $424K | Buy |
+6,692
| New | +$424K | 0.29% | 74 |
|
|
2024
Q1 | $354K | Buy |
6,541
+77
| +1% | +$4.17K | 0.26% | 76 |
|
|
2023
Q4 | $371K | Buy |
6,464
+90
| +1% | +$5.17K | 0.32% | 65 |
|
|
2023
Q3 | $318K | Buy |
+6,374
| New | +$318K | 0.29% | 68 |
|
|
2022
Q4 | $392K | Buy |
+6,177
| New | +$392K | 0.4% | 57 |
|