Prosperity Planning’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 | $1.4M | Buy |
24,266
+4,000
| +20% | +$230K | 0.4% | 46 |
|
|
2025
Q1 | $1.18M | Hold |
20,266
| – | – | 0.37% | 49 |
|
|
2024
Q4 | $1.08M | Hold |
20,266
| – | – | 0.35% | 50 |
|
|
2024
Q3 | $1.29M | Hold |
20,266
| – | – | 0.41% | 47 |
|
|
2024
Q2 | $1.07M | Buy |
20,266
+4,000
| +25% | +$211K | 0.37% | 46 |
|
|
2024
Q1 | $880K | Hold |
16,266
| – | – | 0.3% | 52 |
|
|
2023
Q4 | $934K | Buy |
16,266
+267
| +2% | +$15.3K | 0.35% | 52 |
|
|
2023
Q3 | $799K | Hold |
15,999
| – | – | 0.33% | 52 |
|
|
2023
Q2 | $957K | Buy |
15,999
+4,000
| +33% | +$239K | 0.39% | 49 |
|
|
2023
Q1 | $760K | Buy |
+11,999
| New | +$760K | 0.33% | 54 |
|
|
2022
Q4 | – | Sell |
-11,999
| Closed | -$698K | – | 84 |
|
|
2022
Q3 | $698K | Buy |
11,999
+4,000
| +50% | +$233K | 0.36% | 50 |
|
|
2022
Q2 | $819K | Hold |
7,999
| – | – | 0.42% | 45 |
|
|
2022
Q1 | $554K | Hold |
7,999
| – | – | 0.27% | 54 |
|
|
2021
Q4 | $573K | Sell |
7,999
-256
| -3% | -$18.3K | 0.29% | 51 |
|
|
2021
Q3 | $519K | Buy |
8,255
+1,377
| +20% | +$86.6K | 0.28% | 51 |
|
|
2021
Q2 | $445K | Buy |
6,878
+2,751
| +67% | +$178K | 0.28% | 53 |
|
|
2021
Q1 | $254K | Hold |
4,127
| – | – | 0.18% | 67 |
|
|
2020
Q4 | $249K | Buy |
+4,127
| New | +$249K | 0.21% | 60 |
|