Principal Securities’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 | $1.54M | Buy |
26,735
+2,147
| +9% | +$124K | 0.03% | 488 |
|
|
2025
Q1 | $1.31M | Buy |
24,588
+24
| +0.1% | +$1.28K | 0.03% | 466 |
|
|
2024
Q4 | $1.31M | Buy |
24,564
+2,340
| +11% | +$125K | 0.03% | 465 |
|
|
2024
Q3 | $1.41M | Buy |
22,224
+702
| +3% | +$44.5K | 0.03% | 440 |
|
|
2024
Q2 | $1.14M | Buy |
21,522
+186
| +0.9% | +$9.83K | 0.03% | 448 |
|
|
2024
Q1 | $1.15M | Buy |
21,336
+4,750
| +29% | +$257K | 0.04% | 420 |
|
|
2023
Q4 | $952K | Buy |
+16,586
| New | +$952K | 0.04% | 426 |
|