Prime Capital Investment 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 | $853K | Sell |
14,807
-4,677
| -24% | -$269K | 0.01% | 499 |
|
|
2025
Q1 | $1.13M | Buy |
19,484
+5,792
| +42% | +$336K | 0.01% | 475 |
|
|
2024
Q4 | $731K | Sell |
13,692
-1,631
| -11% | -$87.1K | 0.01% | 484 |
|
|
2024
Q3 | $972K | Buy |
15,323
+875
| +6% | +$55.5K | 0.01% | 450 |
|
|
2024
Q2 | $763K | Sell |
14,448
-5,360
| -27% | -$283K | 0.01% | 484 |
|
|
2024
Q1 | $1.07M | Sell |
19,808
-8,290
| -30% | -$448K | 0.02% | 454 |
|
|
2023
Q4 | $1.61M | Sell |
28,098
-1,718
| -6% | -$98.6K | 0.02% | 361 |
|
|
2023
Q3 | $1.49M | Sell |
29,816
-6,424
| -18% | -$321K | 0.03% | 288 |
|
|
2023
Q2 | $2.17M | Buy |
36,240
+12,194
| +51% | +$729K | 0.04% | 250 |
|
|
2023
Q1 | $1.52M | Buy |
24,046
+6,439
| +37% | +$408K | 0.06% | 192 |
|
|
2022
Q4 | $1.12M | Buy |
17,607
+13,505
| +329% | +$857K | 0.04% | 231 |
|
|
2022
Q3 | $239K | Buy |
+4,102
| New | +$239K | 0.01% | 348 |
|
|
2022
Q2 | – | Sell |
-3,687
| Closed | -$264K | – | 408 |
|
|
2022
Q1 | $264K | Hold |
3,687
| – | – | 0.01% | 309 |
|
|
2021
Q4 | $264K | Buy |
+3,687
| New | +$264K | 0.01% | 309 |
|
|
2021
Q2 | – | Sell |
-53
| Closed | -$3K | – | 490 |
|
|
2021
Q1 | $3K | Buy |
53
+7
| +15% | +$396 | ﹤0.01% | 440 |
|
|
2020
Q4 | $3K | Hold |
46
| – | – | ﹤0.01% | 433 |
|
|
2020
Q3 | $3K | Buy |
+46
| New | +$3K | ﹤0.01% | 432 |
|
|
2020
Q1 | – | Sell |
-761
| Closed | -$54K | – | 576 |
|
|
2019
Q4 | $54K | Hold |
761
| – | – | 0.01% | 302 |
|
|
2019
Q3 | $57K | Hold |
761
| – | – | 0.01% | 289 |
|
|
2019
Q2 | $51K | Hold |
761
| – | – | 0.01% | 243 |
|
|
2019
Q1 | $54K | Buy |
+761
| New | +$54K | 0.02% | 191 |
|