SS&H Financial Advisors’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 | $332K | Sell |
5,760
-118
| -2% | -$6.8K | 0.11% | 103 |
|
|
2025
Q1 | $341K | Buy |
5,878
+11
| +0.2% | +$638 | 0.13% | 106 |
|
|
2024
Q4 | $314K | Buy |
5,867
+817
| +16% | +$43.7K | 0.11% | 107 |
|
|
2024
Q3 | $320K | Hold |
5,050
| – | – | 0.12% | 111 |
|
|
2024
Q2 | $267K | Hold |
5,050
| – | – | 0.1% | 115 |
|
|
2024
Q1 | $273K | Hold |
5,050
| – | – | 0.11% | 109 |
|
|
2023
Q4 | $290K | Hold |
5,050
| – | – | 0.12% | 108 |
|
|
2023
Q3 | $252K | Buy |
+5,050
| New | +$252K | 0.12% | 110 |
|
|
2023
Q1 | $393K | Sell |
6,200
-1,000
| -14% | -$63.3K | 0.18% | 100 |
|
|
2022
Q4 | $457K | Hold |
7,200
| – | – | 0.22% | 89 |
|
|
2022
Q3 | $419K | Hold |
7,200
| – | – | 0.22% | 89 |
|
|
2022
Q2 | $491K | Sell |
7,200
-1,000
| -12% | -$68.2K | 0.23% | 85 |
|
|
2022
Q1 | $568K | Buy |
+8,200
| New | +$568K | 0.22% | 91 |
|