Smith, Moore & Co’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 | $259K | Buy |
4,493
+509
| +13% | +$29.3K | 0.02% | 426 |
|
|
2025
Q1 | $231K | Sell |
3,984
-448
| -10% | -$26K | 0.02% | 430 |
|
|
2024
Q4 | $237K | Buy |
4,432
+201
| +5% | +$10.7K | 0.02% | 419 |
|
|
2024
Q3 | $268K | Buy |
4,231
+54
| +1% | +$3.43K | 0.03% | 379 |
|
|
2024
Q2 | $221K | Sell |
4,177
-780
| -16% | -$41.2K | 0.02% | 403 |
|
|
2024
Q1 | $268K | Buy |
4,957
+1
| +0% | +$54 | 0.03% | 366 |
|
|
2023
Q4 | $285K | Sell |
4,956
-460
| -8% | -$26.4K | 0.03% | 333 |
|
|
2023
Q3 | $270K | Sell |
5,416
-367
| -6% | -$18.3K | 0.04% | 322 |
|
|
2023
Q2 | $346K | Sell |
5,783
-245
| -4% | -$14.6K | 0.04% | 297 |
|
|
2023
Q1 | $382K | Buy |
6,028
+461
| +8% | +$29.2K | 0.05% | 276 |
|
|
2022
Q4 | $353K | Buy |
5,567
+101
| +2% | +$6.41K | 0.05% | 277 |
|
|
2022
Q3 | $318K | Buy |
5,466
+200
| +4% | +$11.6K | 0.05% | 284 |
|
|
2022
Q2 | $359K | Buy |
5,266
+1,251
| +31% | +$85.3K | 0.06% | 269 |
|
|
2022
Q1 | $278K | Buy |
4,015
+342
| +9% | +$23.7K | 0.04% | 330 |
|
|
2021
Q4 | $263K | Buy |
3,673
+185
| +5% | +$13.2K | 0.04% | 348 |
|
|
2021
Q3 | $219K | Buy |
3,488
+236
| +7% | +$14.8K | 0.03% | 369 |
|
|
2021
Q2 | $210K | Buy |
+3,252
| New | +$210K | 0.03% | 373 |
|