Powers Advisory Group’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 | $606K | Buy |
10,520
+137
| +1% | +$7.89K | 0.27% | 58 |
|
|
2025
Q1 | $602K | Buy |
10,383
+102
| +1% | +$5.92K | 0.29% | 58 |
|
|
2024
Q4 | $549K | Buy |
10,281
+267
| +3% | +$14.3K | 0.27% | 57 |
|
|
2024
Q3 | $635K | Sell |
10,014
-137
| -1% | -$8.69K | 0.32% | 52 |
|
|
2024
Q2 | $536K | Buy |
10,151
+264
| +3% | +$13.9K | 0.29% | 55 |
|
|
2024
Q1 | $535K | Sell |
9,887
-159
| -2% | -$8.6K | 0.31% | 53 |
|
|
2023
Q4 | $577K | Buy |
10,046
+528
| +6% | +$30.3K | 0.36% | 49 |
|
|
2023
Q3 | $475K | Buy |
9,518
+778
| +9% | +$38.9K | 0.32% | 54 |
|
|
2023
Q2 | $523K | Buy |
8,740
+227
| +3% | +$13.6K | 0.35% | 53 |
|
|
2023
Q1 | $539K | Buy |
8,513
+56
| +0.7% | +$3.55K | 0.38% | 50 |
|
|
2022
Q4 | $536K | Buy |
8,457
+119
| +1% | +$7.55K | 0.4% | 54 |
|
|
2022
Q3 | $485K | Buy |
8,338
+130
| +2% | +$7.56K | 0.39% | 55 |
|
|
2022
Q2 | $560K | Buy |
8,208
+148
| +2% | +$10.1K | 0.43% | 55 |
|
|
2022
Q1 | $559K | Buy |
8,060
+200
| +3% | +$13.9K | 0.39% | 59 |
|
|
2021
Q4 | $563K | Buy |
+7,860
| New | +$563K | 0.4% | 57 |
|