Rise 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 | $27.8K | Buy |
483
+6
| +1% | +$346 | 0.01% | 373 |
|
|
2025
Q1 | $27.7K | Buy |
477
+39
| +9% | +$2.26K | 0.01% | 352 |
|
|
2024
Q4 | $23.4K | Buy |
438
+6
| +1% | +$320 | 0.01% | 551 |
|
|
2024
Q3 | $27.4K | Buy |
432
+6
| +1% | +$380 | 0.01% | 463 |
|
|
2024
Q2 | $22.5K | Buy |
426
+6
| +1% | +$317 | 0.01% | 552 |
|
|
2024
Q1 | $22.7K | Buy |
+420
| New | +$22.7K | 0.01% | 562 |
|
|
2023
Q2 | – | Sell |
-20
| Closed | -$1.24K | – | 763 |
|
|
2023
Q1 | $1.24K | Buy |
20
+1
| +5% | +$62 | ﹤0.01% | 633 |
|
|
2022
Q4 | $1.23K | Hold |
19
| – | – | ﹤0.01% | 632 |
|
|
2022
Q3 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 653 |
|