Sovereign Financial 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 | $305K | Buy |
5,288
+60
| +1% | +$3.46K | 0.06% | 244 |
|
|
2025
Q1 | $303K | Buy |
5,228
+26
| +0.5% | +$1.51K | 0.07% | 226 |
|
|
2024
Q4 | $278K | Buy |
5,202
+840
| +19% | +$44.9K | 0.06% | 240 |
|
|
2024
Q3 | $277K | Sell |
4,362
-150
| -3% | -$9.51K | 0.06% | 235 |
|
|
2024
Q2 | $238K | Buy |
4,512
+36
| +0.8% | +$1.9K | 0.06% | 243 |
|
|
2024
Q1 | $242K | Buy |
4,476
+131
| +3% | +$7.09K | 0.06% | 245 |
|
|
2023
Q4 | $250K | Sell |
4,345
-18
| -0.4% | -$1.03K | 0.08% | 210 |
|
|
2023
Q3 | $218K | Buy |
4,363
+26
| +0.6% | +$1.3K | 0.08% | 210 |
|
|
2023
Q2 | $259K | Buy |
4,337
+27
| +0.6% | +$1.61K | 0.08% | 200 |
|
|
2023
Q1 | $273K | Sell |
4,310
-46
| -1% | -$2.91K | 0.1% | 183 |
|
|
2022
Q4 | $276K | Buy |
4,356
+52
| +1% | +$3.3K | 0.11% | 176 |
|
|
2022
Q3 | $250K | Sell |
4,304
-61
| -1% | -$3.54K | 0.1% | 173 |
|
|
2022
Q2 | $298K | Buy |
4,365
+31
| +0.7% | +$2.12K | 0.12% | 157 |
|
|
2022
Q1 | $300K | Sell |
4,334
-77
| -2% | -$5.33K | 0.11% | 172 |
|
|
2021
Q4 | $316K | Buy |
4,411
+90
| +2% | +$6.45K | 0.13% | 150 |
|
|
2021
Q3 | $272K | Buy |
4,321
+12
| +0.3% | +$755 | 0.16% | 131 |
|
|
2021
Q2 | $265K | Hold |
4,309
| – | – | 0.16% | 124 |
|
|
2021
Q1 | $265K | Buy |
4,309
+5
| +0.1% | +$307 | 0.17% | 123 |
|
|
2020
Q4 | $259K | Buy |
+4,304
| New | +$259K | 0.19% | 109 |
|