Silverlake 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 | $316K | Buy |
5,479
+355
| +7% | +$20.5K | 0.09% | 225 |
|
|
2025
Q1 | $297K | Buy |
5,124
+531
| +12% | +$30.8K | 0.11% | 189 |
|
|
2024
Q4 | $245K | Buy |
4,593
+15
| +0.3% | +$801 | 0.09% | 226 |
|
|
2024
Q3 | $290K | Buy |
4,578
+15
| +0.3% | +$951 | 0.11% | 206 |
|
|
2024
Q2 | $241K | Buy |
4,563
+15
| +0.3% | +$792 | 0.1% | 222 |
|
|
2024
Q1 | $246K | Buy |
4,548
+328
| +8% | +$17.7K | 0.13% | 200 |
|
|
2023
Q4 | $242K | Sell |
4,220
-2
| -0% | -$115 | 0.13% | 189 |
|
|
2023
Q3 | $211K | Buy |
4,222
+15
| +0.4% | +$749 | 0.12% | 204 |
|
|
2023
Q2 | $252K | Buy |
4,207
+16
| +0.4% | +$957 | 0.14% | 175 |
|
|
2023
Q1 | $265K | Buy |
4,191
+130
| +3% | +$8.23K | 0.16% | 159 |
|
|
2022
Q4 | $258K | Buy |
4,061
+173
| +4% | +$11K | 0.16% | 163 |
|
|
2022
Q3 | $226K | Buy |
3,888
+28
| +0.7% | +$1.63K | 0.15% | 166 |
|
|
2022
Q2 | $263K | Buy |
3,860
+559
| +17% | +$38.2K | 0.17% | 150 |
|
|
2022
Q1 | $229K | Sell |
3,301
-299
| -8% | -$20.7K | 0.13% | 187 |
|
|
2021
Q4 | $258K | Buy |
+3,600
| New | +$258K | 0.14% | 173 |
|