Prelude Capital 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
Hold
0
1208
2025
Q1
Hold
0
1304
2024
Q4
Hold
0
1318
2024
Q3
Hold
0
1377
2024
Q2
Hold
0
1310
2024
Q1
Hold
0
1353
2023
Q4
Sell
-11,235
Closed -$561K 1140
2023
Q3
$561K Buy
+11,235
New +$561K 0.04% 352
2023
Q2
Hold
0
1179
2023
Q1
Hold
0
1262
2022
Q4
Hold
0
1389
2022
Q1
Sell
-3,179
Closed -$228K 1788
2021
Q4
$228K Buy
+3,179
New +$228K 0.01% 1165
2020
Q3
Sell
-2,965
Closed -$171K 1701
2020
Q2
$171K Buy
+2,965
New +$171K 0.01% 530
2018
Q1
Hold
0
1493
2017
Q4
Hold
0
1458
2016
Q4
Sell
-62
Closed -$4K 1658
2016
Q3
$4K Buy
+62
New +$4K ﹤0.01% 1426