Semmax Financial 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 | $59.9K | Buy |
1,038
+5
| +0.5% | +$288 | 0.02% | 176 |
|
|
2025
Q1 | $58.8K | Buy |
1,033
+5
| +0.5% | +$285 | 0.02% | 161 |
|
|
2024
Q4 | $56.7K | Buy |
1,028
+6
| +0.6% | +$331 | 0.02% | 153 |
|
|
2024
Q3 | $58.2K | Sell |
1,022
-267
| -21% | -$15.2K | 0.02% | 145 |
|
|
2024
Q2 | $78.1K | Sell |
1,289
-1,392
| -52% | -$84.3K | 0.02% | 141 |
|
|
2024
Q1 | $148K | Sell |
2,681
-51,671
| -95% | -$2.85M | 0.05% | 124 |
|
|
2023
Q4 | $2.81M | Buy |
54,352
+53,752
| +8,959% | +$2.78M | 1.02% | 40 |
|
|
2023
Q3 | $29.9K | Buy |
+600
| New | +$29.9K | 0.01% | 141 |
|
|
2022
Q4 | $6K | Hold |
95
| – | – | ﹤0.01% | 192 |
|
|
2022
Q3 | $6K | Hold |
95
| – | – | ﹤0.01% | 185 |
|
|
2022
Q2 | $7K | Buy |
+95
| New | +$7K | ﹤0.01% | 176 |
|
|
2022
Q1 | – | Sell |
-95
| Closed | -$7K | – | 202 |
|
|
2021
Q4 | $7K | Sell |
95
-3
| -3% | -$221 | ﹤0.01% | 195 |
|
|
2021
Q3 | $6K | Sell |
98
-77
| -44% | -$4.71K | ﹤0.01% | 191 |
|
|
2021
Q2 | $11K | Buy |
175
+77
| +79% | +$4.84K | ﹤0.01% | 171 |
|
|
2021
Q1 | $6K | Sell |
98
-25
| -20% | -$1.53K | ﹤0.01% | 204 |
|
|
2020
Q4 | $7K | Sell |
123
-24
| -16% | -$1.37K | ﹤0.01% | 169 |
|
|
2020
Q3 | $9K | Sell |
147
-51
| -26% | -$3.12K | ﹤0.01% | 153 |
|
|
2020
Q2 | $11K | Sell |
198
-27
| -12% | -$1.5K | 0.01% | 153 |
|
|
2020
Q1 | $11K | Hold |
225
| – | – | 0.01% | 151 |
|
|
2019
Q4 | $16K | Buy |
+225
| New | +$16K | 0.01% | 149 |
|
|
2019
Q3 | – | Hold |
0
| – | -$15K | – | 150 |
|
|
2019
Q2 | – | Hold |
0
| – | -$91K | – | 160 |
|
|
2019
Q1 | – | Hold |
0
| – | -$639K | – | 173 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 48 |
|