Southland Equity Partners’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 | $3.14M | Buy |
54,429
+132
| +0.2% | +$7.6K | 0.69% | 33 |
|
|
2025
Q1 | $3.15M | Sell |
54,297
-28
| -0.1% | -$1.62K | 0.73% | 31 |
|
|
2024
Q4 | $2.9M | Buy |
54,325
+6,725
| +14% | +$359K | 0.68% | 35 |
|
|
2024
Q3 | $3.02M | Buy |
47,600
+14,498
| +44% | +$919K | 0.73% | 31 |
|
|
2024
Q2 | $1.75M | Buy |
33,102
+17,071
| +106% | +$902K | 0.5% | 41 |
|
|
2024
Q1 | $867K | Buy |
16,031
+3,700
| +30% | +$200K | 0.24% | 68 |
|
|
2023
Q4 | $708K | Buy |
12,331
+29
| +0.2% | +$1.67K | 0.22% | 71 |
|
|
2023
Q3 | $614K | Buy |
12,302
+1,688
| +16% | +$84.3K | 0.21% | 71 |
|
|
2023
Q2 | $635K | Buy |
10,614
+2,217
| +26% | +$133K | 0.21% | 69 |
|
|
2023
Q1 | $532K | Buy |
8,397
+938
| +13% | +$59.4K | 0.21% | 81 |
|
|
2022
Q4 | $473K | Buy |
7,459
+1
| +0% | +$63 | 0.18% | 84 |
|
|
2022
Q3 | $434K | Hold |
7,458
| – | – | 0.21% | 82 |
|
|
2022
Q2 | $509K | Hold |
7,458
| – | – | 0.23% | 78 |
|
|
2022
Q1 | $517K | Sell |
7,458
-421
| -5% | -$29.2K | 0.22% | 81 |
|
|
2021
Q4 | $564K | Sell |
7,879
-5,518
| -41% | -$395K | 0.23% | 78 |
|
|
2021
Q3 | $842K | Sell |
13,397
-60
| -0.4% | -$3.77K | 0.39% | 50 |
|
|
2021
Q2 | $870K | Buy |
13,457
+3,774
| +39% | +$244K | 0.41% | 52 |
|
|
2021
Q1 | $596K | Hold |
9,683
| – | – | 0.34% | 63 |
|
|
2020
Q4 | $583K | Buy |
+9,683
| New | +$583K | 0.39% | 52 |
|