Sowell Financial Services’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 | $1.85M | Buy |
32,108
+783
| +2% | +$45.1K | 0.08% | 285 |
|
|
2025
Q1 | $1.82M | Sell |
31,325
-5,928
| -16% | -$344K | 0.08% | 257 |
|
|
2024
Q4 | $1.99M | Buy |
37,253
+16,555
| +80% | +$884K | 0.1% | 215 |
|
|
2024
Q3 | $1.31M | Buy |
20,698
+141
| +0.7% | +$8.94K | 0.06% | 305 |
|
|
2024
Q2 | $1.09M | Sell |
20,557
-86
| -0.4% | -$4.54K | 0.05% | 321 |
|
|
2024
Q1 | $1.12M | Sell |
20,643
-587
| -3% | -$31.9K | 0.05% | 325 |
|
|
2023
Q4 | $1.22M | Buy |
21,230
+3,681
| +21% | +$212K | 0.07% | 295 |
|
|
2023
Q3 | $881K | Buy |
17,549
+2,456
| +16% | +$123K | 0.06% | 321 |
|
|
2023
Q2 | $906K | Buy |
15,093
+4,498
| +42% | +$270K | 0.05% | 371 |
|
|
2023
Q1 | $671K | Sell |
10,595
-494
| -4% | -$31.3K | 0.05% | 381 |
|
|
2022
Q4 | $706K | Sell |
11,089
-1,127
| -9% | -$71.8K | 0.05% | 374 |
|
|
2022
Q3 | $714K | Sell |
12,216
-139
| -1% | -$8.12K | 0.07% | 271 |
|
|
2022
Q2 | $846K | Buy |
+12,355
| New | +$846K | 0.08% | 180 |
|
|
2021
Q2 | – | Sell |
-2,602
| Closed | -$170K | – | 2011 |
|
|
2021
Q1 | $170K | Sell |
2,602
-208
| -7% | -$13.6K | 0.01% | 1139 |
|
|
2020
Q4 | $169K | Buy |
2,810
+82
| +3% | +$4.93K | 0.01% | 915 |
|
|
2020
Q3 | $161K | Buy |
2,728
+142
| +5% | +$8.38K | 0.01% | 809 |
|
|
2020
Q2 | $149K | Sell |
2,586
-177
| -6% | -$10.2K | 0.01% | 834 |
|
|
2020
Q1 | $133K | Buy |
2,763
+247
| +10% | +$11.9K | 0.01% | 765 |
|
|
2019
Q4 | $180K | Buy |
2,516
+516
| +26% | +$36.9K | 0.01% | 747 |
|
|
2019
Q3 | $149K | Buy |
+2,000
| New | +$149K | 0.01% | 722 |
|
|
2017
Q3 | – | Sell |
-4,119
| Closed | -$229K | – | 279 |
|
|
2017
Q2 | $229K | Sell |
4,119
-2,848
| -41% | -$158K | 0.07% | 221 |
|
|
2017
Q1 | $369K | Buy |
6,967
+249
| +4% | +$13.2K | 0.11% | 164 |
|
|
2016
Q4 | $393K | Buy |
+6,718
| New | +$393K | 0.13% | 134 |
|