PFG Investments’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 | $1.55M | Sell |
26,918
-4,128
| -13% | -$238K | 0.09% | 209 |
|
|
2025
Q1 | $1.8M | Buy |
31,046
+1,754
| +6% | +$102K | 0.12% | 177 |
|
|
2024
Q4 | $1.56M | Buy |
29,292
+1,144
| +4% | +$61.1K | 0.1% | 200 |
|
|
2024
Q3 | $1.79M | Buy |
28,148
+401
| +1% | +$25.4K | 0.12% | 176 |
|
|
2024
Q2 | $1.47M | Sell |
27,747
-5,124
| -16% | -$271K | 0.1% | 191 |
|
|
2024
Q1 | $1.78M | Buy |
32,871
+21,505
| +189% | +$1.16M | 0.11% | 218 |
|
|
2023
Q4 | $653K | Sell |
11,366
-297
| -3% | -$17.1K | 0.12% | 193 |
|
|
2023
Q3 | $582K | Sell |
11,663
-258
| -2% | -$12.9K | 0.11% | 205 |
|
|
2023
Q2 | $713K | Sell |
11,921
-340
| -3% | -$20.3K | 0.13% | 175 |
|
|
2023
Q1 | $776K | Buy |
+12,261
| New | +$776K | 0.16% | 140 |
|