Stamos Capital Partners’s Realty Income O Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-7,820
Closed -$496K 127
2022
Q4
$496K Sell
7,820
-7,840
-50% -$497K 0.16% 113
2022
Q3
$911K Sell
15,660
-3,540
-18% -$206K 0.23% 85
2022
Q2
$1.31M Hold
19,200
0.4% 50
2022
Q1
$1.33M Buy
+19,200
New +$1.33M 0.44% 43