Scott Capital Advisors’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 | $225K | Buy |
+3,947
| New | +$225K | 0.06% | 49 |
|
|
2024
Q4 | – | Sell |
-3,850
| Closed | -$244K | – | 51 |
|
|
2024
Q3 | $244K | Buy |
+3,850
| New | +$244K | 0.07% | 47 |
|
|
2024
Q2 | – | Sell |
-3,744
| Closed | -$204K | – | 51 |
|
|
2024
Q1 | $204K | Buy |
3,744
+163
| +5% | +$8.87K | 0.06% | 51 |
|
|
2023
Q4 | $206K | Buy |
+3,581
| New | +$206K | 0.07% | 51 |
|
|
2023
Q2 | – | Sell |
-3,238
| Closed | -$205K | – | 47 |
|
|
2023
Q1 | $205K | Buy |
3,238
+23
| +0.7% | +$1.46K | 0.1% | 46 |
|
|
2022
Q4 | $204K | Buy |
+3,215
| New | +$204K | 0.12% | 45 |
|