Pinnacle Associates’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 | $385K | Sell |
6,680
-523
| -7% | -$30.1K | 0.01% | 683 |
|
|
2025
Q1 | $418K | Buy |
7,203
+345
| +5% | +$20K | 0.01% | 650 |
|
|
2024
Q4 | $366K | Buy |
+6,858
| New | +$366K | 0.01% | 668 |
|
|
2024
Q3 | – | Sell |
-5,602
| Closed | -$296K | – | 834 |
|
|
2024
Q2 | $296K | Buy |
5,602
+829
| +17% | +$43.8K | ﹤0.01% | 690 |
|
|
2024
Q1 | $258K | Buy |
+4,773
| New | +$258K | ﹤0.01% | 736 |
|
|
2016
Q2 | – | Sell |
-4,118
| Closed | -$249K | – | 652 |
|
|
2016
Q1 | $249K | Buy |
+4,118
| New | +$249K | 0.01% | 554 |
|