Perennial 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 | $825K | Sell |
14,325
-3,214
| -18% | -$185K | 0.08% | 194 |
|
|
2025
Q1 | $1.02M | Sell |
17,539
-1,256
| -7% | -$72.9K | 0.11% | 162 |
|
|
2024
Q4 | $1M | Sell |
18,795
-213
| -1% | -$11.4K | 0.12% | 149 |
|
|
2024
Q3 | $1.21M | Buy |
19,008
+1,140
| +6% | +$72.3K | 0.16% | 109 |
|
|
2024
Q2 | $944K | Sell |
17,868
-455
| -2% | -$24K | 0.13% | 128 |
|
|
2024
Q1 | $991K | Buy |
18,323
+1,517
| +9% | +$82.1K | 0.15% | 111 |
|
|
2023
Q4 | $965K | Sell |
16,806
-100
| -0.6% | -$5.74K | 0.16% | 108 |
|
|
2023
Q3 | $844K | Sell |
16,906
-16
| -0.1% | -$799 | 0.15% | 116 |
|
|
2023
Q2 | $1.01M | Sell |
16,922
-258
| -2% | -$15.4K | 0.18% | 105 |
|
|
2023
Q1 | $1.09M | Buy |
+17,180
| New | +$1.09M | 0.2% | 97 |
|