Savant Capital’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 | $1.39M | Buy |
24,210
+5,505
| +29% | +$317K | 0.01% | 679 |
|
|
2025
Q1 | $1.09M | Buy |
18,705
+405
| +2% | +$23.5K | 0.01% | 724 |
|
|
2024
Q4 | $977K | Sell |
18,300
-2,502
| -12% | -$134K | 0.01% | 659 |
|
|
2024
Q3 | $1.32M | Buy |
20,802
+1,073
| +5% | +$68.1K | 0.01% | 553 |
|
|
2024
Q2 | $1.04M | Buy |
19,729
+4,663
| +31% | +$246K | 0.01% | 572 |
|
|
2024
Q1 | $815K | Buy |
15,066
+776
| +5% | +$42K | 0.01% | 602 |
|
|
2023
Q4 | $821K | Sell |
14,290
-4,620
| -24% | -$265K | 0.01% | 455 |
|
|
2023
Q3 | $944K | Sell |
18,910
-129
| -0.7% | -$6.44K | 0.01% | 395 |
|
|
2023
Q2 | $1.14M | Buy |
19,039
+15,588
| +452% | +$932K | 0.02% | 354 |
|
|
2023
Q1 | $219K | Buy |
+3,451
| New | +$219K | ﹤0.01% | 664 |
|