PFW 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 | $763K | Sell |
13,242
-351
| -3% | -$20.2K | 0.23% | 72 |
|
|
2025
Q1 | $789K | Buy |
13,593
+803
| +6% | +$46.6K | 0.25% | 77 |
|
|
2024
Q4 | $683K | Buy |
+12,790
| New | +$683K | 0.21% | 78 |
|
|
2024
Q2 | $699K | Sell |
13,228
-188
| -1% | -$9.93K | 0.22% | 78 |
|
|
2024
Q1 | $726K | Sell |
13,416
-49
| -0.4% | -$2.65K | 0.22% | 77 |
|
|
2023
Q4 | $773K | Sell |
13,465
-1,330
| -9% | -$76.4K | 0.25% | 75 |
|
|
2023
Q3 | $739K | Buy |
14,795
+2,438
| +20% | +$122K | 0.26% | 71 |
|
|
2023
Q2 | $724K | Buy |
+12,357
| New | +$724K | 0.24% | 70 |
|
|
2019
Q3 | $836K | Buy |
+13,598
| New | +$836K | 0.25% | 73 |
|