Spire Wealth Management’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 | $260K | Buy |
4,506
+33
| +0.7% | +$1.9K | 0.01% | 696 |
|
|
2025
Q1 | $260K | Buy |
4,473
+476
| +12% | +$27.6K | 0.01% | 760 |
|
|
2024
Q4 | $213K | Sell |
3,997
-3,031
| -43% | -$162K | 0.01% | 800 |
|
|
2024
Q3 | $446K | Buy |
7,028
+293
| +4% | +$18.6K | 0.02% | 546 |
|
|
2024
Q2 | $356K | Sell |
6,735
-1,035
| -13% | -$54.7K | 0.01% | 566 |
|
|
2024
Q1 | $420K | Buy |
7,770
+1,652
| +27% | +$89.4K | 0.01% | 570 |
|
|
2023
Q4 | $346K | Sell |
6,118
-2,608
| -30% | -$147K | 0.01% | 608 |
|
|
2023
Q3 | $436K | Sell |
8,726
-2,315
| -21% | -$116K | 0.02% | 506 |
|
|
2023
Q2 | $660K | Buy |
11,041
+355
| +3% | +$21.2K | 0.02% | 431 |
|
|
2023
Q1 | $677K | Buy |
10,686
+459
| +4% | +$29.1K | 0.03% | 419 |
|
|
2022
Q4 | $649K | Buy |
10,227
+5,565
| +119% | +$353K | 0.04% | 305 |
|
|
2022
Q3 | $271K | Sell |
4,662
-13,598
| -74% | -$790K | 0.02% | 458 |
|
|
2022
Q2 | $1.25M | Sell |
18,260
-737
| -4% | -$50.3K | 0.05% | 289 |
|
|
2022
Q1 | $1.32M | Buy |
18,997
+1,682
| +10% | +$117K | 0.04% | 335 |
|
|
2021
Q4 | $1.24M | Buy |
17,315
+3,887
| +29% | +$278K | 0.03% | 410 |
|
|
2021
Q3 | $844K | Buy |
13,428
+61
| +0.5% | +$3.83K | 0.02% | 451 |
|
|
2021
Q2 | $865K | Buy |
13,367
+123
| +0.9% | +$7.96K | 0.02% | 463 |
|
|
2021
Q1 | $657K | Buy |
+13,244
| New | +$657K | 0.02% | 579 |
|