Red Door Wealth Management’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 | $312K | Buy |
5,420
+1
| +0% | +$58 | 0.04% | 203 |
|
|
2025
Q1 | $314K | Hold |
5,419
| – | – | 0.05% | 180 |
|
|
2024
Q4 | $289K | Buy |
+5,419
| New | +$289K | 0.04% | 183 |
|
|
2021
Q3 | – | Sell |
-991
| Closed | -$64K | – | 461 |
|
|
2021
Q2 | $64K | Buy |
+991
| New | +$64K | 0.02% | 237 |
|
|
2020
Q3 | – | Sell |
-1,181
| Closed | -$68K | – | 307 |
|
|
2020
Q2 | $68K | Buy |
1,181
+231
| +24% | +$13.3K | 0.05% | 163 |
|
|
2020
Q1 | $45K | Buy |
+950
| New | +$45K | 0.04% | 171 |
|