PSI 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 | – | Sell |
-574
| Closed | -$33.3K | – | 490 |
|
|
2025
Q1 | $33.3K | Buy |
574
+252
| +78% | +$14.6K | 0.01% | 301 |
|
|
2024
Q4 | $17.2K | Buy |
322
+172
| +115% | +$9.17K | 0.01% | 444 |
|
|
2024
Q3 | $9.51K | Hold |
150
| – | – | ﹤0.01% | 547 |
|
|
2024
Q2 | $7.92K | Buy |
150
+55
| +58% | +$2.91K | ﹤0.01% | 556 |
|
|
2024
Q1 | $5.14K | Hold |
95
| – | – | ﹤0.01% | 592 |
|
|
2023
Q4 | $5.46K | Sell |
95
-202
| -68% | -$11.6K | ﹤0.01% | 612 |
|
|
2023
Q3 | $14.8K | Hold |
297
| – | – | 0.01% | 440 |
|
|
2023
Q2 | $17.8K | Sell |
297
-347
| -54% | -$20.7K | 0.01% | 412 |
|
|
2023
Q1 | $40.8K | Buy |
644
+347
| +117% | +$22K | 0.02% | 248 |
|
|
2022
Q4 | $18.8K | Sell |
297
-5,989
| -95% | -$380K | 0.01% | 328 |
|
|
2022
Q3 | $366K | Sell |
6,286
-3,782
| -38% | -$220K | 0.19% | 84 |
|
|
2022
Q2 | $687K | Sell |
10,068
-1,660
| -14% | -$113K | 0.34% | 64 |
|
|
2022
Q1 | $813K | Sell |
11,728
-625
| -5% | -$43.3K | 0.33% | 63 |
|
|
2021
Q4 | $884K | Buy |
12,353
+11,414
| +1,216% | +$817K | 0.36% | 57 |
|
|
2021
Q3 | $59K | Buy |
+939
| New | +$59K | 0.03% | 261 |
|
|
2020
Q1 | – | Sell |
-1,842
| Closed | -$131K | – | 436 |
|
|
2019
Q4 | $131K | Buy |
+1,842
| New | +$131K | 0.08% | 165 |
|