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SRH Advisors’s Realty Income O Stock Holding History

SRH Advisors’s Portfolio O Stock Details O Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$179K Hold
3,100
– – 0.05% 62
2025
Q1 		$180K Hold
3,100
– – 0.06% 60
2024
Q4 		$166K Hold
3,100
– – 0.05% 63
2024
Q3 		$197K Hold
3,100
– – 0.06% 61
2024
Q2 		$164K Hold
3,100
– – 0.05% 64
2024
Q1 		$168K Hold
3,100
– – 0.05% 68
2023
Q4 		$178K Buy
3,100
+600
+24% +$34.5K 0.06% 62
2023
Q3 		$125K Buy
2,500
+500
+25% +$25K 0.06% 77
2023
Q2 		$127K Hold
2,000
– – 0.07% 75
2023
Q1 		$127K Hold
2,000
– – 0.07% 75
2022
Q4 		$127K Hold
2,000
– – 0.07% 75
2022
Q3 		$116K Hold
2,000
– – 0.15% 77
2022
Q2 		$137K Buy
2,000
+1,000
+100% +$68.5K 0.17% 67
2022
Q1 		$69K Hold
1,000
– – 0.08% 110
2021
Q4 		$72K Sell
1,000
-32
-3% -$2.3K 0.08% 110
2021
Q3 		$65K Hold
1,032
– – 0.08% 111
2021
Q2 		$67K Hold
1,032
– – 0.08% 108
2021
Q1 		$64K Hold
1,032
– – 0.09% 100
2020
Q4 		$62K Hold
1,032
– – 0.1% 93
2020
Q3 		$61K Hold
1,032
– – 0.12% 92
2020
Q2 		$60K Hold
1,032
– – 0.15% 76
2020
Q1 		$50K Hold
1,032
– – 0.14% 77
2019
Q4 		$74K Hold
1,032
– – 0.24% 66
2019
Q3 		$77K Hold
1,032
– – 0.26% 65
2019
Q2 		$69K Hold
1,032
– – 0.24% 69
2019
Q1 		$74K Hold
1,032
– – 0.26% 67
2018
Q4 		$63K Hold
1,032
– – 0.24% 70
2018
Q3 		$57K Hold
1,032
– – 0.2% 82
2018
Q2 		$54K Hold
1,032
– – 0.2% 79
2018
Q1 		$52K Hold
1,032
– – 0.21% 76
2017
Q4 		$57K Hold
1,032
– – 0.23% 72
2017
Q3 		$57K Hold
1,032
– – 0.24% 70
2017
Q2 		$55K Hold
1,032
– – 0.26% 61
2017
Q1 		$60K Hold
1,032
– – 0.28% 57
2016
Q4 		$57K Hold
1,032
– – 0.28% 60
2016
Q3 		$67K Hold
1,032
– – 0.35% 51
2016
Q2 		$69K Hold
1,032
– – 0.37% 50
2016
Q1 		$63K Hold
1,032
– – 0.35% 49
2015
Q4 		$52K Buy
+1,032
New +$52K 0.31% 53