Sound Financial Strategies 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 | $211K | Buy |
3,663
+38
| +1% | +$2.19K | 0.18% | 90 |
|
|
2025
Q1 | $210K | Sell |
3,625
-11,651
| -76% | -$676K | 0.19% | 91 |
|
|
2024
Q4 | $816K | Buy |
15,276
+5,435
| +55% | +$290K | 0.68% | 50 |
|
|
2024
Q3 | $624K | Buy |
9,841
+435
| +5% | +$27.6K | 0.5% | 65 |
|
|
2024
Q2 | $497K | Buy |
+9,406
| New | +$497K | 0.43% | 65 |
|
|
2022
Q3 | – | Sell |
-16,310
| Closed | -$1.11M | – | 45 |
|
|
2022
Q2 | $1.11M | Sell |
16,310
-6,777
| -29% | -$462K | 0.87% | 21 |
|
|
2022
Q1 | $1.6M | Buy |
+23,087
| New | +$1.6M | 0.88% | 36 |
|