Prestige Wealth Management 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 | $734K | Sell |
12,733
-274
| -2% | -$15.8K | 0.15% | 76 |
|
|
2025
Q1 | $755K | Buy |
13,007
+246
| +2% | +$14.3K | 0.16% | 69 |
|
|
2024
Q4 | $682K | Buy |
12,761
+827
| +7% | +$44.2K | 0.14% | 77 |
|
|
2024
Q3 | $757K | Buy |
11,934
+11,093
| +1,319% | +$704K | 0.16% | 73 |
|
|
2024
Q2 | $44.4K | Sell |
841
-10,015
| -92% | -$529K | 0.01% | 233 |
|
|
2024
Q1 | $590K | Buy |
10,856
+10,832
| +45,133% | +$589K | 0.13% | 79 |
|
|
2023
Q4 | $1.39K | Sell |
24
-101
| -81% | -$5.83K | ﹤0.01% | 820 |
|
|
2023
Q3 | $6.28K | Sell |
125
-130
| -51% | -$6.53K | ﹤0.01% | 529 |
|
|
2023
Q2 | $15.3K | Sell |
255
-1
| -0.4% | -$60 | ﹤0.01% | 389 |
|
|
2023
Q1 | $16.3K | Hold |
256
| – | – | ﹤0.01% | 360 |
|
|
2022
Q4 | $16.3K | Buy |
256
+226
| +753% | +$14.4K | ﹤0.01% | 381 |
|
|
2022
Q3 | $2K | Sell |
30
-10
| -25% | -$667 | ﹤0.01% | 761 |
|
|
2022
Q2 | $3K | Hold |
40
| – | – | ﹤0.01% | 702 |
|
|
2022
Q1 | $3K | Buy |
40
+10
| +33% | +$750 | ﹤0.01% | 725 |
|
|
2021
Q4 | $2K | Sell |
30
-1
| -3% | -$67 | ﹤0.01% | 813 |
|
|
2021
Q3 | $2K | Hold |
31
| – | – | ﹤0.01% | 808 |
|
|
2021
Q2 | $2K | Hold |
31
| – | – | ﹤0.01% | 809 |
|
|
2021
Q1 | $2K | Hold |
31
| – | – | ﹤0.01% | 802 |
|
|
2020
Q4 | $2K | Sell |
31
-136
| -81% | -$8.77K | ﹤0.01% | 770 |
|
|
2020
Q3 | $10K | Sell |
167
-9
| -5% | -$539 | ﹤0.01% | 445 |
|
|
2020
Q2 | $10K | Buy |
176
+11
| +7% | +$625 | ﹤0.01% | 428 |
|
|
2020
Q1 | $8K | Buy |
+165
| New | +$8K | ﹤0.01% | 420 |
|
|
2019
Q1 | – | Sell |
-53
| Closed | -$3K | – | 930 |
|
|
2018
Q4 | $3K | Buy |
+53
| New | +$3K | ﹤0.01% | 735 |
|