Petix & Botte Financial’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 | $255K | Hold |
4,426
| – | – | 0.06% | 119 |
|
|
2025
Q1 | $257K | Hold |
4,426
| – | – | 0.07% | 110 |
|
|
2024
Q4 | $236K | Sell |
4,426
-1,602
| -27% | -$85.6K | 0.06% | 118 |
|
|
2024
Q3 | $382K | Hold |
6,028
| – | – | 0.1% | 86 |
|
|
2024
Q2 | $318K | Buy |
+6,028
| New | +$318K | 0.09% | 91 |
|
|
2024
Q1 | – | Sell |
-6,056
| Closed | -$348K | – | 154 |
|
|
2023
Q4 | $348K | Buy |
6,056
+54
| +0.9% | +$3.1K | 0.1% | 90 |
|
|
2023
Q3 | $300K | Buy |
6,002
+1,004
| +20% | +$50.1K | 0.09% | 96 |
|
|
2023
Q2 | $299K | Buy |
+4,998
| New | +$299K | 0.09% | 99 |
|
|
2022
Q2 | – | Sell |
-4,400
| Closed | -$305K | – | 98 |
|
|
2022
Q1 | $305K | Buy |
+4,400
| New | +$305K | 0.09% | 85 |
|
|
2021
Q4 | – | Sell |
-4,541
| Closed | -$286K | – | 100 |
|
|
2021
Q3 | $286K | Buy |
+4,541
| New | +$286K | 0.1% | 86 |
|