Stanley-Laman Group’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 | $1.69M | Buy |
29,303
+11,018
| +60% | +$635K | 0.25% | 136 |
|
|
2025
Q1 | $1.06M | Hold |
18,285
| – | – | 0.16% | 148 |
|
|
2024
Q4 | $977K | Hold |
18,285
| – | – | 0.14% | 154 |
|
|
2024
Q3 | $1.16M | Hold |
18,285
| – | – | 0.16% | 147 |
|
|
2024
Q2 | $966K | Hold |
18,285
| – | – | 0.14% | 153 |
|
|
2024
Q1 | $989K | Hold |
18,285
| – | – | 0.14% | 156 |
|
|
2023
Q4 | $1.05M | Hold |
18,285
| – | – | 0.16% | 143 |
|
|
2023
Q3 | $913K | Hold |
18,285
| – | – | 0.16% | 147 |
|
|
2023
Q2 | $1.09M | Hold |
18,285
| – | – | 0.18% | 138 |
|
|
2023
Q1 | $1.16M | Hold |
18,285
| – | – | 0.21% | 141 |
|
|
2022
Q4 | $1.16M | Hold |
18,285
| – | – | 0.22% | 136 |
|
|
2022
Q3 | $1.06M | Hold |
18,285
| – | – | 0.2% | 144 |
|
|
2022
Q2 | $1.25M | Hold |
18,285
| – | – | 0.22% | 144 |
|
|
2022
Q1 | $1.27M | Hold |
18,285
| – | – | 0.18% | 160 |
|
|
2021
Q4 | $1.31M | Buy |
+18,285
| New | +$1.31M | 0.15% | 173 |
|
|
2020
Q1 | – | Sell |
-3,945
| Closed | -$282K | – | 302 |
|
|
2019
Q4 | $282K | Buy |
+3,945
| New | +$282K | 0.07% | 215 |
|
|
2016
Q1 | – | Sell |
-6,444
| Closed | -$322K | – | 337 |
|
|
2015
Q4 | $322K | Buy |
6,444
+225
| +4% | +$11.2K | 0.06% | 260 |
|
|
2015
Q3 | $286K | Buy |
6,219
+3
| +0% | +$138 | 0.06% | 253 |
|
|
2015
Q2 | $267K | Sell |
6,216
-1,985
| -24% | -$85.3K | 0.05% | 254 |
|
|
2015
Q1 | $410K | Sell |
8,201
-462
| -5% | -$23.1K | 0.08% | 229 |
|
|
2014
Q4 | $400K | Buy |
+8,663
| New | +$400K | 0.08% | 240 |
|