SWMG
Signature Wealth Management Group’s Realty Income O Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.44M | Buy |
77,042
+875
| +1% | +$50.4K | 1.75% | 16 |
|
|
2025
Q1 | $4.42M | Buy |
76,167
+2,200
| +3% | +$128K | 1.72% | 19 |
|
|
2024
Q4 | $3.95M | Sell |
73,967
-871
| -1% | -$46.5K | 1.59% | 23 |
|
|
2024
Q3 | $4.75M | Buy |
74,838
+221
| +0.3% | +$14K | 1.9% | 13 |
|
|
2024
Q2 | $3.94M | Buy |
74,617
+593
| +0.8% | +$31.3K | 1.73% | 17 |
|
|
2024
Q1 | $3.93M | Buy |
74,024
+12,367
| +20% | +$656K | 1.79% | 16 |
|
|
2023
Q4 | $3.54M | Buy |
+61,657
| New | +$3.54M | 1.64% | 24 |
|
|
2023
Q2 | $3.58M | Buy |
59,797
+1,980
| +3% | +$118K | 1.66% | 23 |
|
|
2023
Q1 | $3.66M | Buy |
57,817
+1,147
| +2% | +$72.6K | 1.74% | 25 |
|
|
2022
Q4 | $3.59M | Buy |
56,670
+476
| +0.8% | +$30.2K | 1.76% | 26 |
|
|
2022
Q3 | $3.27M | Buy |
56,194
+597
| +1% | +$34.7K | 1.66% | 27 |
|
|
2022
Q2 | $3.8M | Sell |
55,597
-484
| -0.9% | -$33K | 1.84% | 21 |
|
|
2022
Q1 | $3.89M | Buy |
56,081
+4,512
| +9% | +$313K | 1.75% | 20 |
|
|
2021
Q4 | $3.69M | Sell |
51,569
-635
| -1% | -$45.5K | 1.86% | 18 |
|
|
2021
Q3 | $3.39M | Buy |
52,204
+425
| +0.8% | +$27.6K | 1.88% | 19 |
|
|
2021
Q2 | $3.46M | Sell |
51,779
-73
| -0.1% | -$4.87K | 1.92% | 18 |
|
|
2021
Q1 | $3.29M | Buy |
51,852
+3,674
| +8% | +$233K | 1.94% | 19 |
|
|
2020
Q4 | $3M | Buy |
48,178
+1,745
| +4% | +$108K | 1.89% | 24 |
|
|
2020
Q3 | $2.82M | Buy |
46,433
+1,707
| +4% | +$104K | 2.03% | 23 |
|
|
2020
Q2 | $2.66M | Buy |
44,726
+1,254
| +3% | +$74.6K | 2.03% | 25 |
|
|
2020
Q1 | $2.17M | Buy |
43,472
+313
| +0.7% | +$15.6K | 1.91% | 26 |
|
|
2019
Q4 | $3.18M | Sell |
43,159
-9,597
| -18% | -$707K | 2.01% | 24 |
|
|
2019
Q3 | $4.05M | Sell |
52,756
-77
| -0.1% | -$5.9K | 2.68% | 5 |
|
|
2019
Q2 | $3.7M | Sell |
52,833
-1,852
| -3% | -$130K | 2.47% | 8 |
|
|
2019
Q1 | $4.02M | Sell |
54,685
-1,829
| -3% | -$135K | 2.82% | 4 |
|
|
2018
Q4 | $3.56M | Sell |
56,514
-731
| -1% | -$46.1K | 2.76% | 3 |
|
|
2018
Q3 | $3.51M | Buy |
57,245
+487
| +0.9% | +$29.9K | 2.6% | 9 |
|
|
2018
Q2 | $3.05M | Buy |
56,758
+440
| +0.8% | +$23.7K | 2.26% | 14 |
|
|
2018
Q1 | $2.91M | Buy |
56,318
+544
| +1% | +$28.1K | 2.25% | 16 |
|
|
2017
Q4 | $3.18M | Buy |
+55,774
| New | +$3.18M | 2.33% | 14 |
|