Plato Investment Management’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 | $155K | Hold |
2,704
| – | – | 0.01% | 410 |
|
|
2025
Q1 | $159K | Hold |
2,704
| – | – | 0.01% | 401 |
|
|
2024
Q4 | $145K | Hold |
2,704
| – | – | 0.01% | 431 |
|
|
2024
Q3 | $171K | Buy |
2,704
+2,359
| +684% | +$149K | 0.01% | 394 |
|
|
2024
Q2 | $18.2K | Hold |
345
| – | – | ﹤0.01% | 434 |
|
|
2024
Q1 | $18.7K | Buy |
+345
| New | +$18.7K | ﹤0.01% | 414 |
|