Riverview Trust Company’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 | – | Sell |
-630
| Closed | -$36.5K | – | 473 |
|
2025
Q1 | $36.5K | Hold |
630
| – | – | 0.04% | 269 |
|
2024
Q4 | $33.6K | Sell |
630
-19
| -3% | -$1.02K | 0.03% | 287 |
|
2024
Q3 | $41.2K | Buy |
649
+19
| +3% | +$1.21K | 0.04% | 269 |
|
2024
Q2 | $33.3K | Hold |
630
| – | – | 0.03% | 290 |
|
2024
Q1 | $34.1K | Buy |
+630
| New | +$34.1K | 0.03% | 307 |
|
2023
Q4 | – | Sell |
-1,441
| Closed | -$72K | – | 467 |
|
2023
Q3 | $72K | Buy |
1,441
+1,219
| +549% | +$60.9K | 0.06% | 190 |
|
2023
Q2 | $13.3K | Buy |
222
+77
| +53% | +$4.6K | 0.01% | 613 |
|
2023
Q1 | $9.18K | Buy |
+145
| New | +$9.18K | 0.01% | 673 |
|
2022
Q4 | – | Sell |
-924
| Closed | -$54K | – | 818 |
|
2022
Q3 | $54K | Buy |
924
+439
| +91% | +$25.7K | 0.05% | 194 |
|
2022
Q2 | $33K | Hold |
485
| – | – | 0.03% | 264 |
|
2022
Q1 | $34K | Buy |
+485
| New | +$34K | 0.03% | 279 |
|
2019
Q2 | – | Sell |
-43
| Closed | -$3K | – | 368 |
|
2019
Q1 | $3K | Buy |
+43
| New | +$3K | ﹤0.01% | 340 |
|