Samalin Investment Counsel’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 | $977K | Sell |
16,966
-921
| -5% | -$53.1K | 0.37% | 69 |
|
|
2025
Q1 | $1.04M | Buy |
17,887
+4,132
| +30% | +$240K | 0.42% | 59 |
|
|
2024
Q4 | $735K | Sell |
13,755
-1,976
| -13% | -$106K | 0.32% | 92 |
|
|
2024
Q3 | $998K | Sell |
15,731
-194
| -1% | -$12.3K | 0.43% | 57 |
|
|
2024
Q2 | $841K | Buy |
15,925
+364
| +2% | +$19.2K | 0.39% | 66 |
|
|
2024
Q1 | $842K | Buy |
15,561
+2,790
| +22% | +$151K | 0.4% | 66 |
|
|
2023
Q4 | $733K | Buy |
12,771
+2,993
| +31% | +$172K | 0.37% | 78 |
|
|
2023
Q3 | $488K | Buy |
9,778
+2,665
| +37% | +$133K | 0.28% | 107 |
|
|
2023
Q2 | $425K | Buy |
7,113
+2,150
| +43% | +$129K | 0.23% | 128 |
|
|
2023
Q1 | $314K | Buy |
4,963
+1,430
| +40% | +$90.5K | 0.19% | 158 |
|
|
2022
Q4 | $224K | Buy |
+3,533
| New | +$224K | 0.14% | 203 |
|
|
2020
Q1 | – | Sell |
-1,205
| Closed | -$85K | – | 408 |
|
|
2019
Q4 | $85K | Buy |
+1,205
| New | +$85K | 0.07% | 241 |
|