Regal Investment 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 | $418K | Sell |
7,261
-456
| -6% | -$26.3K | 0.03% | 362 |
|
|
2025
Q1 | $448K | Sell |
7,717
-192
| -2% | -$11.1K | 0.04% | 343 |
|
|
2024
Q4 | $422K | Sell |
7,909
-3,430
| -30% | -$183K | 0.03% | 352 |
|
|
2024
Q3 | $719K | Buy |
11,339
+4,926
| +77% | +$312K | 0.05% | 288 |
|
|
2024
Q2 | $339K | Buy |
6,413
+2,221
| +53% | +$117K | 0.02% | 431 |
|
|
2024
Q1 | $227K | Buy |
+4,192
| New | +$227K | 0.02% | 526 |
|
|
2022
Q2 | – | Sell |
-3,754
| Closed | -$260K | – | 537 |
|
|
2022
Q1 | $260K | Buy |
3,754
+2
| +0.1% | +$139 | 0.02% | 441 |
|
|
2021
Q4 | $269K | Buy |
3,752
+74
| +2% | +$5.31K | 0.02% | 455 |
|
|
2021
Q3 | $231K | Buy |
3,678
+2
| +0.1% | +$126 | 0.02% | 478 |
|
|
2021
Q2 | $238K | Buy |
+3,676
| New | +$238K | 0.02% | 470 |
|
|
2021
Q1 | – | Sell |
-5,910
| Closed | -$356K | – | 296 |
|
|
2020
Q4 | $356K | Buy |
+5,910
| New | +$356K | 0.04% | 332 |
|
|
2020
Q3 | – | Sell |
-4,396
| Closed | -$253K | – | 186 |
|
|
2020
Q2 | $253K | Buy |
+4,396
| New | +$253K | 0.05% | 266 |
|
|
2020
Q1 | – | Sell |
-4,396
| Closed | -$314K | – | 214 |
|
|
2019
Q4 | $314K | Hold |
4,396
| – | – | 0.06% | 253 |
|
|
2019
Q3 | $327K | Buy |
+4,396
| New | +$327K | 0.06% | 239 |
|
|
2015
Q4 | – | Sell |
-3,096
| Closed | -$142K | – | 681 |
|
|
2015
Q3 | $142K | Hold |
3,096
| – | – | 0.04% | 295 |
|
|
2015
Q2 | $133K | Sell |
3,096
-351
| -10% | -$15.1K | 0.04% | 297 |
|
|
2015
Q1 | $172K | Sell |
3,447
-590
| -15% | -$29.4K | 0.04% | 269 |
|
|
2014
Q4 | $187K | Sell |
4,037
-9,074
| -69% | -$420K | 0.05% | 237 |
|
|
2014
Q3 | $518K | Sell |
13,111
-199
| -1% | -$7.86K | 0.16% | 144 |
|
|
2014
Q2 | $573K | Sell |
13,310
-532
| -4% | -$22.9K | 0.2% | 122 |
|
|
2014
Q1 | $548K | Sell |
13,842
-629
| -4% | -$24.9K | 0.23% | 112 |
|
|
2013
Q4 | $523K | Buy |
14,471
+843
| +6% | +$30.5K | 0.3% | 101 |
|
|
2013
Q3 | $525K | Sell |
13,628
-1,604
| -11% | -$61.8K | 0.31% | 105 |
|
|
2013
Q2 | $621K | Buy |
+15,232
| New | +$621K | 0.34% | 98 |
|