Spirit of America Management Corp’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 | $1.74M | Buy |
30,133
+1,100
| +4% | +$63.4K | 0.36% | 76 |
|
|
2025
Q1 | $1.68M | Hold |
29,033
| – | – | 0.34% | 72 |
|
|
2024
Q4 | $1.55M | Hold |
29,033
| – | – | 0.31% | 77 |
|
|
2024
Q3 | $1.84M | Hold |
29,033
| – | – | 0.37% | 68 |
|
|
2024
Q2 | $1.53M | Sell |
29,033
-4,000
| -12% | -$211K | 0.31% | 77 |
|
|
2024
Q1 | $1.79M | Buy |
33,033
+2,048
| +7% | +$111K | 0.36% | 72 |
|
|
2023
Q4 | $1.78M | Hold |
30,985
| – | – | 0.39% | 66 |
|
|
2023
Q3 | $1.55M | Hold |
30,985
| – | – | 0.35% | 67 |
|
|
2023
Q2 | $1.85M | Sell |
30,985
-500
| -2% | -$29.9K | 0.42% | 60 |
|
|
2023
Q1 | $1.99M | Hold |
31,485
| – | – | 0.45% | 55 |
|
|
2022
Q4 | $2M | Hold |
31,485
| – | – | 0.45% | 57 |
|
|
2022
Q3 | $1.83M | Buy |
31,485
+2,000
| +7% | +$116K | 0.43% | 65 |
|
|
2022
Q2 | $2.01M | Hold |
29,485
| – | – | 0.46% | 61 |
|
|
2022
Q1 | $2.04M | Sell |
29,485
-2,200
| -7% | -$152K | 0.4% | 71 |
|
|
2021
Q4 | $2.27M | Buy |
31,685
+746
| +2% | +$53.4K | 0.46% | 66 |
|
|
2021
Q3 | $1.95M | Buy |
30,939
+3,612
| +13% | +$227K | 0.42% | 70 |
|
|
2021
Q2 | $1.77M | Buy |
27,327
+774
| +3% | +$50K | 0.38% | 76 |
|
|
2021
Q1 | $1.63M | Sell |
26,553
-2,426
| -8% | -$149K | 0.39% | 72 |
|
|
2020
Q4 | $1.75M | Buy |
28,979
+1,136
| +4% | +$68.4K | 0.44% | 65 |
|
|
2020
Q3 | $1.64M | Hold |
27,843
| – | – | 0.45% | 66 |
|
|
2020
Q2 | $1.61M | Buy |
27,843
+3,766
| +16% | +$217K | 0.41% | 64 |
|
|
2020
Q1 | $1.16M | Buy |
24,077
+2,890
| +14% | +$140K | 0.37% | 77 |
|
|
2019
Q4 | $1.51M | Buy |
21,187
+2,890
| +16% | +$206K | 0.26% | 90 |
|
|
2019
Q3 | $1.36M | Buy |
18,297
+4,024
| +28% | +$299K | 0.22% | 96 |
|
|
2019
Q2 | $953K | Buy |
14,273
+1,084
| +8% | +$72.4K | 0.14% | 123 |
|
|
2019
Q1 | $940K | Buy |
13,189
+1,445
| +12% | +$103K | 0.14% | 125 |
|
|
2018
Q4 | $718K | Hold |
11,744
| – | – | 0.11% | 141 |
|
|
2018
Q3 | $647K | Sell |
11,744
-516
| -4% | -$28.4K | 0.08% | 165 |
|
|
2018
Q2 | $639K | Hold |
12,260
| – | – | 0.08% | 160 |
|
|
2018
Q1 | $614K | Hold |
12,260
| – | – | 0.08% | 165 |
|
|
2017
Q4 | $677K | Hold |
12,260
| – | – | 0.08% | 167 |
|
|
2017
Q3 | $679K | Hold |
12,260
| – | – | 0.07% | 172 |
|
|
2017
Q2 | $655K | Hold |
12,260
| – | – | 0.07% | 182 |
|
|
2017
Q1 | $707K | Hold |
12,260
| – | – | 0.07% | 164 |
|
|
2016
Q4 | $683K | Buy |
12,260
+7,482
| +157% | +$417K | 0.08% | 162 |
|
|
2016
Q3 | $310K | Hold |
4,778
| – | – | 0.04% | 257 |
|
|
2016
Q2 | $321K | Buy |
+4,778
| New | +$321K | 0.05% | 240 |
|
|
2014
Q2 | – | Sell |
-24,768
| Closed | -$981K | – | 296 |
|
|
2014
Q1 | $981K | Buy |
+24,768
| New | +$981K | 0.4% | 81 |
|