Prospera Financial Services’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 | $854K | Sell |
14,817
-7,831
| -35% | -$451K | 0.02% | 712 |
|
|
2025
Q1 | $1.31M | Buy |
22,648
+1,459
| +7% | +$84.7K | 0.03% | 488 |
|
|
2024
Q4 | $1.13M | Sell |
21,189
-2,974
| -12% | -$159K | 0.03% | 504 |
|
|
2024
Q3 | $1.53M | Sell |
24,163
-864
| -3% | -$54.8K | 0.04% | 396 |
|
|
2024
Q2 | $1.32M | Sell |
25,027
-565
| -2% | -$29.9K | 0.04% | 431 |
|
|
2024
Q1 | $1.39M | Sell |
25,592
-2,964
| -10% | -$160K | 0.04% | 417 |
|
|
2023
Q4 | $1.64M | Sell |
28,556
-1,844
| -6% | -$106K | 0.05% | 347 |
|
|
2023
Q3 | $1.52M | Buy |
30,400
+6,842
| +29% | +$342K | 0.06% | 324 |
|
|
2023
Q2 | $1.41M | Buy |
23,558
+243
| +1% | +$14.5K | 0.05% | 333 |
|
|
2023
Q1 | $1.48M | Buy |
23,315
+686
| +3% | +$43.5K | 0.06% | 319 |
|
|
2022
Q4 | $1.44M | Sell |
22,629
-839
| -4% | -$53.2K | 0.07% | 285 |
|
|
2022
Q3 | $1.37M | Buy |
23,468
+2,951
| +14% | +$172K | 0.07% | 302 |
|
|
2022
Q2 | $1.4M | Buy |
20,517
+889
| +5% | +$60.7K | 0.07% | 302 |
|
|
2022
Q1 | $1.36M | Buy |
19,628
+4,349
| +28% | +$302K | 0.06% | 353 |
|
|
2021
Q4 | $1.09M | Buy |
15,279
+4,602
| +43% | +$330K | 0.05% | 386 |
|
|
2021
Q3 | $672K | Buy |
10,677
+1,119
| +12% | +$70.4K | 0.03% | 451 |
|
|
2021
Q2 | $618K | Buy |
9,558
+1,083
| +13% | +$70K | 0.03% | 475 |
|
|
2021
Q1 | $522K | Sell |
8,475
-210
| -2% | -$12.9K | 0.03% | 478 |
|
|
2020
Q4 | $523K | Buy |
8,685
+6,526
| +302% | +$393K | 0.04% | 414 |
|
|
2020
Q3 | $127K | Sell |
2,159
-5,191
| -71% | -$305K | 0.05% | 352 |
|
|
2020
Q2 | $424K | Sell |
7,350
-1,417
| -16% | -$81.7K | 0.04% | 385 |
|
|
2020
Q1 | $424K | Buy |
8,767
+25
| +0.3% | +$1.21K | 0.05% | 331 |
|
|
2019
Q4 | $624K | Buy |
8,742
+4,814
| +123% | +$344K | 0.05% | 336 |
|
|
2019
Q3 | $292K | Sell |
3,928
-794
| -17% | -$59K | 0.03% | 442 |
|
|
2019
Q2 | $317K | Buy |
4,722
+23
| +0.5% | +$1.54K | 0.04% | 390 |
|
|
2019
Q1 | $328K | Buy |
+4,699
| New | +$328K | 0.11% | 235 |
|