SOA Wealth Advisors’s Realty Income O Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.8K | Sell |
274
-9
| -3% | -$518 | ﹤0.01% | 544 |
|
|
2025
Q1 | $16.4K | Sell |
283
-950
| -77% | -$55.1K | ﹤0.01% | 502 |
|
|
2024
Q4 | $65.8K | Buy |
1,233
+959
| +350% | +$51.2K | 0.01% | 296 |
|
|
2024
Q3 | $17.4K | Hold |
274
| – | – | ﹤0.01% | 466 |
|
|
2024
Q2 | $14.5K | Sell |
274
-285
| -51% | -$15.1K | ﹤0.01% | 485 |
|
|
2024
Q1 | $30.2K | Buy |
559
+4
| +0.7% | +$216 | 0.01% | 376 |
|
|
2023
Q4 | $31.9K | Buy |
555
+4
| +0.7% | +$230 | 0.01% | 351 |
|
|
2023
Q3 | $27.5K | Buy |
551
+4
| +0.7% | +$200 | 0.01% | 363 |
|
|
2023
Q2 | $32.7K | Buy |
547
+3
| +0.6% | +$179 | 0.01% | 344 |
|
|
2023
Q1 | $34.4K | Buy |
544
+277
| +104% | +$17.5K | 0.01% | 333 |
|
|
2022
Q4 | $16.9K | Buy |
267
+4
| +2% | +$254 | ﹤0.01% | 435 |
|
|
2022
Q3 | $15K | Buy |
263
+3
| +1% | +$171 | ﹤0.01% | 442 |
|
|
2022
Q2 | $17K | Buy |
260
+2
| +0.8% | +$131 | 0.01% | 412 |
|
|
2022
Q1 | $17K | Buy |
258
+3
| +1% | +$198 | ﹤0.01% | 496 |
|
|
2021
Q4 | $18K | Sell |
255
-5
| -2% | -$353 | ﹤0.01% | 459 |
|
|
2021
Q3 | $16K | Buy |
260
+1
| +0.4% | +$62 | ﹤0.01% | 490 |
|
|
2021
Q2 | $16K | Hold |
259
| – | – | ﹤0.01% | 491 |
|
|
2021
Q1 | $15K | Sell |
259
-5
| -2% | -$290 | ﹤0.01% | 447 |
|
|
2020
Q4 | $16K | Buy |
+264
| New | +$16K | ﹤0.01% | 440 |
|