Richard W. Paul & Associates’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 | $18.9K | Buy |
328
+44
| +15% | +$2.54K | 0.01% | 221 |
|
|
2025
Q1 | $16.5K | Sell |
284
-2
| -0.7% | -$116 | 0.01% | 221 |
|
|
2024
Q4 | $15.3K | Sell |
286
-1
| -0.3% | -$53 | 0.01% | 281 |
|
|
2024
Q3 | $18.2K | Buy |
287
+6
| +2% | +$381 | 0.01% | 266 |
|
|
2024
Q2 | $14.8K | Buy |
281
+98
| +54% | +$5.18K | 0.01% | 281 |
|
|
2024
Q1 | $9.9K | Buy |
183
+57
| +45% | +$3.08K | ﹤0.01% | 317 |
|
|
2023
Q4 | $7.24K | Sell |
126
-34
| -21% | -$1.95K | ﹤0.01% | 331 |
|
|
2023
Q3 | $7.99K | Sell |
160
-7
| -4% | -$350 | ﹤0.01% | 306 |
|
|
2023
Q2 | $9.99K | Sell |
167
-2
| -1% | -$120 | ﹤0.01% | 315 |
|
|
2023
Q1 | $10.7K | Buy |
169
+7
| +4% | +$443 | ﹤0.01% | 315 |
|
|
2022
Q4 | $10.3K | Buy |
+162
| New | +$10.3K | 0.01% | 320 |
|