Plante Moran Financial 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 | $46.5K | Buy |
808
+8
| +1% | +$461 | ﹤0.01% | 346 |
|
|
2025
Q1 | $46.4K | Buy |
800
+31
| +4% | +$1.8K | ﹤0.01% | 353 |
|
|
2024
Q4 | $41.1K | Hold |
769
| – | – | ﹤0.01% | 383 |
|
|
2024
Q3 | $48.8K | Buy |
+769
| New | +$48.8K | ﹤0.01% | 388 |
|
|
2023
Q4 | – | Sell |
-484
| Closed | -$24.2K | – | 889 |
|
|
2023
Q3 | $24.2K | Buy |
484
+73
| +18% | +$3.65K | ﹤0.01% | 396 |
|
|
2023
Q2 | $24.6K | Hold |
411
| – | – | ﹤0.01% | 403 |
|
|
2023
Q1 | $26K | Buy |
411
+5
| +1% | +$317 | ﹤0.01% | 398 |
|
|
2022
Q4 | $25.8K | Buy |
406
+5
| +1% | +$317 | ﹤0.01% | 417 |
|
|
2022
Q3 | $23K | Sell |
401
-58
| -13% | -$3.33K | ﹤0.01% | 431 |
|
|
2022
Q2 | $31K | Buy |
459
+66
| +17% | +$4.46K | 0.01% | 384 |
|
|
2022
Q1 | $27K | Sell |
393
-483
| -55% | -$33.2K | 0.01% | 434 |
|
|
2021
Q4 | $63K | Sell |
876
-356
| -29% | -$25.6K | 0.01% | 315 |
|
|
2021
Q3 | $77K | Buy |
1,232
+839
| +213% | +$52.4K | 0.02% | 305 |
|
|
2021
Q2 | $25K | Sell |
393
-742
| -65% | -$47.2K | 0.01% | 520 |
|
|
2021
Q1 | $70K | Buy |
1,135
+96
| +9% | +$5.92K | 0.02% | 295 |
|
|
2020
Q4 | $63K | Buy |
1,039
+624
| +150% | +$37.8K | 0.02% | 313 |
|
|
2020
Q3 | $24K | Buy |
415
+5
| +1% | +$289 | 0.01% | 460 |
|
|
2020
Q2 | $24K | Buy |
410
+117
| +40% | +$6.85K | 0.01% | 398 |
|
|
2020
Q1 | $14K | Buy |
293
+3
| +1% | +$143 | 0.01% | 452 |
|
|
2019
Q4 | $21K | Buy |
290
+2
| +0.7% | +$145 | 0.01% | 456 |
|
|
2019
Q3 | $21K | Buy |
288
+3
| +1% | +$219 | 0.01% | 487 |
|
|
2019
Q2 | $19K | Buy |
285
+2
| +0.7% | +$133 | 0.01% | 484 |
|
|
2019
Q1 | $20K | Buy |
283
+51
| +22% | +$3.6K | 0.01% | 474 |
|
|
2018
Q4 | $14K | Buy |
+232
| New | +$14K | ﹤0.01% | 463 |
|
|
2018
Q3 | – | Sell |
-260
| Closed | -$14K | – | 823 |
|
|
2018
Q2 | $14K | Buy |
260
+66
| +34% | +$3.55K | 0.01% | 511 |
|
|
2018
Q1 | $10K | Buy |
+194
| New | +$10K | 0.01% | 605 |
|
|
2017
Q2 | – | Sell |
-136
| Closed | -$8K | – | 883 |
|
|
2017
Q1 | $8K | Buy |
136
+20
| +17% | +$1.18K | ﹤0.01% | 620 |
|
|
2016
Q4 | $6K | Buy |
+116
| New | +$6K | ﹤0.01% | 681 |
|
|
2015
Q1 | – | Sell |
-15
| Closed | -$1K | – | 776 |
|
|
2014
Q4 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 786 |
|