Sandbox Financial Partners’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 | $228K | Buy |
3,957
+2
| +0.1% | +$115 | 0.07% | 108 |
|
|
2025
Q1 | $229K | Buy |
3,955
+1
| +0% | +$58 | 0.08% | 102 |
|
|
2024
Q4 | $211K | Buy |
3,954
+76
| +2% | +$4.06K | 0.07% | 103 |
|
|
2024
Q3 | $246K | Buy |
3,878
+1
| +0% | +$63 | 0.09% | 94 |
|
|
2024
Q2 | $205K | Hold |
3,877
| – | – | 0.08% | 94 |
|
|
2024
Q1 | $210K | Buy |
3,877
+1
| +0% | +$54 | 0.09% | 92 |
|
|
2023
Q4 | $223K | Buy |
+3,876
| New | +$223K | 0.1% | 81 |
|
|
2023
Q3 | – | Sell |
-3,846
| Closed | -$230K | – | 91 |
|
|
2023
Q2 | $230K | Sell |
3,846
-1
| -0% | -$60 | 0.12% | 86 |
|
|
2023
Q1 | $244K | Hold |
3,847
| – | – | 0.15% | 77 |
|
|
2022
Q4 | $244K | Hold |
3,847
| – | – | 0.17% | 67 |
|
|
2022
Q3 | $224K | Sell |
3,847
-1,500
| -28% | -$87.3K | 0.16% | 71 |
|
|
2022
Q2 | $365K | Buy |
5,347
+1,444
| +37% | +$98.6K | 0.26% | 55 |
|
|
2022
Q1 | $270K | Buy |
3,903
+42
| +1% | +$2.91K | 0.15% | 73 |
|
|
2021
Q4 | $276K | Buy |
+3,861
| New | +$276K | 0.17% | 73 |
|