Sequoia 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 | $2.46M | Buy |
42,769
+19,811
| +86% | +$1.14M | 0.02% | 418 |
|
|
2025
Q1 | $1.33M | Sell |
22,958
-663
| -3% | -$38.5K | 0.01% | 532 |
|
|
2024
Q4 | $1.26M | Sell |
23,621
-83,142
| -78% | -$4.44M | 0.01% | 513 |
|
|
2024
Q3 | $6.77M | Sell |
106,763
-9,815
| -8% | -$622K | 0.07% | 185 |
|
|
2024
Q2 | $6.16M | Sell |
116,578
-12,065
| -9% | -$637K | 0.07% | 170 |
|
|
2024
Q1 | $6.96M | Sell |
128,643
-9,446
| -7% | -$511K | 0.09% | 168 |
|
|
2023
Q4 | $7.93M | Buy |
138,089
+16,110
| +13% | +$925K | 0.1% | 167 |
|
|
2023
Q3 | $6.09M | Sell |
121,979
-8,792
| -7% | -$439K | 0.11% | 134 |
|
|
2023
Q2 | $7.82M | Sell |
130,771
-38,437
| -23% | -$2.3M | 0.13% | 120 |
|
|
2023
Q1 | $10.7M | Buy |
169,208
+6,097
| +4% | +$386K | 0.24% | 82 |
|
|
2022
Q4 | $10.3M | Buy |
163,111
+66,961
| +70% | +$4.25M | 0.25% | 78 |
|
|
2022
Q3 | $5.6M | Buy |
96,150
+10,513
| +12% | +$612K | 0.18% | 104 |
|
|
2022
Q2 | $5.85M | Buy |
85,637
+16,150
| +23% | +$1.1M | 0.17% | 104 |
|
|
2022
Q1 | $4.82M | Buy |
69,487
+16,398
| +31% | +$1.14M | 0.12% | 120 |
|
|
2021
Q4 | $3.8M | Buy |
53,089
+48,940
| +1,180% | +$3.5M | 0.1% | 126 |
|
|
2021
Q3 | $261K | Sell |
4,149
-38,530
| -90% | -$2.42M | 0.03% | 222 |
|
|
2021
Q2 | $2.76M | Buy |
42,679
+10,877
| +34% | +$703K | 0.1% | 123 |
|
|
2021
Q1 | $1.96M | Buy |
31,802
+27,393
| +621% | +$1.69M | 0.08% | 128 |
|
|
2020
Q4 | $266K | Buy |
4,409
+348
| +9% | +$21K | 0.01% | 339 |
|
|
2020
Q3 | $239K | Sell |
4,061
-184
| -4% | -$10.8K | 0.01% | 339 |
|
|
2020
Q2 | $245K | Buy |
+4,245
| New | +$245K | 0.01% | 318 |
|
|
2020
Q1 | – | Sell |
-4,086
| Closed | -$292K | – | 392 |
|
|
2019
Q4 | $292K | Buy |
4,086
+55
| +1% | +$3.93K | 0.02% | 303 |
|
|
2019
Q3 | $300K | Buy |
4,031
+8
| +0.2% | +$595 | 0.02% | 278 |
|
|
2019
Q2 | $269K | Sell |
4,023
-1,302
| -24% | -$87.1K | 0.02% | 295 |
|
|
2019
Q1 | $380K | Buy |
5,325
+236
| +5% | +$16.8K | 0.03% | 236 |
|
|
2018
Q4 | $311K | Buy |
5,089
+785
| +18% | +$48K | 0.04% | 202 |
|
|
2018
Q3 | $237K | Buy |
4,304
+154
| +4% | +$8.48K | 0.02% | 271 |
|
|
2018
Q2 | $216K | Hold |
4,150
| – | – | 0.02% | 283 |
|
|
2018
Q1 | $208K | Buy |
+4,150
| New | +$208K | 0.02% | 284 |
|