Rothschild Investment LLC’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 | $85.3K | Buy |
1,480
+163
| +12% | +$9.39K | 0.01% | 672 |
|
|
2025
Q1 | $76.4K | Buy |
1,317
+39
| +3% | +$2.26K | 0.01% | 680 |
|
|
2024
Q4 | $68.3K | Sell |
1,278
-27
| -2% | -$1.44K | ﹤0.01% | 724 |
|
|
2024
Q3 | $82.8K | Buy |
1,305
+30
| +2% | +$1.9K | 0.01% | 689 |
|
|
2024
Q2 | $67.3K | Buy |
1,275
+182
| +17% | +$9.61K | ﹤0.01% | 701 |
|
|
2024
Q1 | $59.1K | Buy |
1,093
+60
| +6% | +$3.25K | ﹤0.01% | 698 |
|
|
2023
Q4 | $59.3K | Buy |
+1,033
| New | +$59.3K | 0.01% | 632 |
|