Sonora Investment Management Group’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 | – | Sell |
-3,469
| Closed | -$201K | – | 314 |
|
|
2025
Q1 | $201K | Buy |
+3,469
| New | +$201K | 0.02% | 273 |
|
|
2024
Q4 | – | Sell |
-3,584
| Closed | -$227K | – | 306 |
|
|
2024
Q3 | $227K | Buy |
+3,584
| New | +$227K | 0.02% | 255 |
|
|
2023
Q4 | – | Sell |
-4,116
| Closed | -$206K | – | 283 |
|
|
2023
Q3 | $206K | Sell |
4,116
-68
| -2% | -$3.4K | 0.02% | 237 |
|
|
2023
Q2 | $250K | Sell |
4,184
-559
| -12% | -$33.4K | 0.02% | 221 |
|
|
2023
Q1 | $300K | Sell |
4,743
-116
| -2% | -$7.35K | 0.03% | 211 |
|
|
2022
Q4 | $308K | Sell |
4,859
-317
| -6% | -$20.1K | 0.03% | 206 |
|
|
2022
Q3 | $353K | Hold |
5,176
| – | – | 0.05% | 141 |
|
|
2022
Q2 | $353K | Buy |
5,176
+20
| +0.4% | +$1.36K | 0.03% | 174 |
|
|
2022
Q1 | $357K | Buy |
5,156
+100
| +2% | +$6.92K | 0.04% | 154 |
|
|
2021
Q4 | $362K | Buy |
+5,056
| New | +$362K | 0.04% | 158 |
|