SeaCrest Wealth Management’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 | $306K | Sell |
5,313
-535
| -9% | -$30.8K | 0.03% | 455 |
|
|
2025
Q1 | $339K | Buy |
5,848
+802
| +16% | +$46.5K | 0.04% | 438 |
|
|
2024
Q4 | $269K | Buy |
5,046
+116
| +2% | +$6.2K | 0.03% | 524 |
|
|
2024
Q3 | $313K | Sell |
4,930
-153
| -3% | -$9.7K | 0.03% | 479 |
|
|
2024
Q2 | $269K | Sell |
5,083
-19
| -0.4% | -$1K | 0.03% | 495 |
|
|
2024
Q1 | $276K | Buy |
5,102
+306
| +6% | +$16.6K | 0.03% | 470 |
|
|
2023
Q4 | $278K | Sell |
4,796
-663
| -12% | -$38.4K | 0.03% | 477 |
|
|
2023
Q3 | $273K | Sell |
5,459
-249
| -4% | -$12.4K | 0.04% | 484 |
|
|
2023
Q2 | $341K | Sell |
5,708
-757
| -12% | -$45.3K | 0.04% | 432 |
|
|
2023
Q1 | $409K | Buy |
6,465
+361
| +6% | +$22.9K | 0.06% | 380 |
|
|
2022
Q4 | $387K | Sell |
6,104
-264
| -4% | -$16.7K | 0.06% | 386 |
|
|
2022
Q3 | $371K | Sell |
6,368
-1,677
| -21% | -$97.7K | 0.06% | 376 |
|
|
2022
Q2 | $549K | Sell |
8,045
-1,329
| -14% | -$90.7K | 0.07% | 292 |
|
|
2022
Q1 | $650K | Sell |
9,374
-12,694
| -58% | -$880K | 0.07% | 282 |
|
|
2021
Q4 | $1.58M | Buy |
22,068
+1,022
| +5% | +$73.2K | 0.17% | 115 |
|
|
2021
Q3 | $1.32M | Buy |
21,046
+6,409
| +44% | +$403K | 0.16% | 133 |
|
|
2021
Q2 | $947K | Buy |
14,637
+4,382
| +43% | +$284K | 0.11% | 195 |
|
|
2021
Q1 | $631K | Buy |
10,255
+1,411
| +16% | +$86.8K | 0.08% | 263 |
|
|
2020
Q4 | $533K | Buy |
+8,844
| New | +$533K | 0.07% | 281 |
|
|
2019
Q2 | – | Sell |
-1,575
| Closed | -$112K | – | 1414 |
|
|
2019
Q1 | $112K | Buy |
1,575
+91
| +6% | +$6.47K | 0.02% | 652 |
|
|
2018
Q4 | $91K | Buy |
1,484
+51
| +4% | +$3.13K | 0.02% | 689 |
|
|
2018
Q3 | $79K | Buy |
1,433
+383
| +36% | +$21.1K | 0.01% | 839 |
|
|
2018
Q2 | $55K | Buy |
1,050
+104
| +11% | +$5.45K | 0.01% | 948 |
|
|
2018
Q1 | $47K | Sell |
946
-600
| -39% | -$29.8K | 0.01% | 980 |
|
|
2017
Q4 | $85K | Buy |
+1,546
| New | +$85K | 0.02% | 779 |
|