Revisor 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 | $454K | Buy |
7,935
+178
| +2% | +$10.2K | 0.16% | 148 |
|
|
2025
Q1 | $450K | Buy |
7,757
+3,670
| +90% | +$213K | 0.2% | 126 |
|
|
2024
Q4 | $218K | Sell |
4,087
-3,890
| -49% | -$208K | 0.2% | 113 |
|
|
2024
Q3 | $506K | Sell |
7,977
-484
| -6% | -$30.7K | 0.32% | 63 |
|
|
2024
Q2 | $447K | Sell |
8,461
-5,140
| -38% | -$271K | 0.31% | 65 |
|
|
2024
Q1 | $758K | Buy |
13,601
+8,115
| +148% | +$452K | 0.34% | 64 |
|
|
2023
Q4 | $315K | Sell |
5,486
-319
| -5% | -$18.3K | 0.36% | 65 |
|
|
2023
Q3 | $290K | Buy |
5,805
+1,325
| +30% | +$66.2K | 0.25% | 107 |
|
|
2023
Q2 | $268K | Buy |
4,480
+165
| +4% | +$9.87K | 0.24% | 127 |
|
|
2023
Q1 | $273K | Buy |
+4,315
| New | +$273K | 0.25% | 118 |
|