SMH Capital 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 | $443K | Sell |
7,685
-14
| -0.2% | -$807 | 1% | 18 |
|
|
2025
Q1 | $447K | Sell |
7,699
-161
| -2% | -$9.34K | 1.04% | 18 |
|
|
2024
Q4 | $420K | Sell |
7,860
-41
| -0.5% | -$2.19K | 1.01% | 18 |
|
|
2024
Q3 | $501K | Sell |
7,901
-116
| -1% | -$7.36K | 1.55% | 14 |
|
|
2024
Q2 | $423K | Sell |
8,017
-678
| -8% | -$35.8K | 1.3% | 15 |
|
|
2024
Q1 | $470K | Buy |
+8,695
| New | +$470K | 1.27% | 12 |
|
|
2022
Q4 | – | Sell |
-4,937
| Closed | -$287K | – | 66 |
|
|
2022
Q3 | $287K | Buy |
4,937
+622
| +14% | +$36.2K | 0.43% | 33 |
|
|
2022
Q2 | $295K | Buy |
4,315
+1,001
| +30% | +$68.4K | 0.4% | 40 |
|
|
2022
Q1 | $230K | Buy |
3,314
+372
| +13% | +$25.8K | 0.37% | 42 |
|
|
2021
Q4 | $211K | Buy |
+2,942
| New | +$211K | 0.42% | 42 |
|