SIA
Soltis Investment Advisors’s Realty Income O Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.54M | Buy |
148,313
+7,278
| +5% | +$419K | 0.67% | 29 |
|
|
2025
Q1 | $8.18M | Buy |
141,035
+1,939
| +1% | +$112K | 0.73% | 25 |
|
|
2024
Q4 | $7.43M | Sell |
139,096
-4,558
| -3% | -$243K | 0.69% | 29 |
|
|
2024
Q3 | $9.11M | Buy |
143,654
+57,694
| +67% | +$3.66M | 0.89% | 20 |
|
|
2024
Q2 | $4.54M | Buy |
85,960
+29,988
| +54% | +$1.58M | 0.48% | 65 |
|
|
2024
Q1 | $3.03M | Buy |
+55,972
| New | +$3.03M | 0.34% | 94 |
|
|
2023
Q2 | – | Sell |
-4,566
| Closed | -$289K | – | 275 |
|
|
2023
Q1 | $289K | Hold |
4,566
| – | – | 0.04% | 214 |
|
|
2022
Q4 | $290K | Buy |
4,566
+200
| +5% | +$12.7K | 0.04% | 204 |
|
|
2022
Q3 | $254K | Buy |
4,366
+1
| +0% | +$58 | 0.04% | 201 |
|
|
2022
Q2 | $298K | Sell |
4,365
-410
| -9% | -$28K | 0.04% | 193 |
|
|
2022
Q1 | $331K | Buy |
4,775
+125
| +3% | +$8.67K | 0.05% | 197 |
|
|
2021
Q4 | $333K | Buy |
4,650
+407
| +10% | +$29.1K | 0.05% | 195 |
|
|
2021
Q3 | $275K | Buy |
4,243
+134
| +3% | +$8.69K | 0.04% | 205 |
|
|
2021
Q2 | $274K | Hold |
4,109
| – | – | 0.04% | 207 |
|
|
2021
Q1 | $261K | Hold |
4,109
| – | – | 0.05% | 189 |
|
|
2020
Q4 | $255K | Buy |
4,109
+60
| +1% | +$3.72K | 0.05% | 193 |
|
|
2020
Q3 | $246K | Hold |
4,049
| – | – | 0.06% | 177 |
|
|
2020
Q2 | $241K | Hold |
4,049
| – | – | 0.06% | 166 |
|
|
2020
Q1 | $202K | Sell |
4,049
-225
| -5% | -$11.2K | 0.06% | 149 |
|
|
2019
Q4 | $315K | Buy |
+4,274
| New | +$315K | 0.06% | 116 |
|