Stiles Financial Services’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 | $275K | Buy |
4,774
+21
| +0.4% | +$1.21K | 0.1% | 152 |
|
|
2025
Q1 | $276K | Buy |
4,753
+19
| +0.4% | +$1.1K | 0.11% | 146 |
|
|
2024
Q4 | $253K | Buy |
4,734
+18
| +0.4% | +$962 | 0.09% | 160 |
|
|
2024
Q3 | $299K | Buy |
4,716
+17
| +0.4% | +$1.08K | 0.11% | 150 |
|
|
2024
Q2 | $248K | Sell |
4,699
-371
| -7% | -$19.6K | 0.1% | 164 |
|
|
2024
Q1 | $274K | Buy |
5,070
+23
| +0.5% | +$1.25K | 0.11% | 151 |
|
|
2023
Q4 | $290K | Buy |
5,047
+49
| +1% | +$2.81K | 0.13% | 137 |
|
|
2023
Q3 | $250K | Sell |
4,998
-193
| -4% | -$9.64K | 0.13% | 148 |
|
|
2023
Q2 | $310K | Buy |
5,191
+22
| +0.4% | +$1.32K | 0.15% | 136 |
|
|
2023
Q1 | $327K | Buy |
5,169
+30
| +0.6% | +$1.9K | 0.18% | 132 |
|
|
2022
Q4 | $326K | Buy |
5,139
+49
| +1% | +$3.11K | 0.19% | 125 |
|
|
2022
Q3 | $296K | Buy |
5,090
+43
| +0.9% | +$2.5K | 0.18% | 127 |
|
|
2022
Q2 | $344K | Buy |
5,047
+121
| +2% | +$8.25K | 0.21% | 116 |
|
|
2022
Q1 | $347K | Buy |
4,926
+990
| +25% | +$69.7K | 0.17% | 126 |
|
|
2021
Q4 | $307K | Buy |
+3,936
| New | +$307K | 0.15% | 139 |
|