Strategic Wealth Partners’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 | $97.9K | Buy |
+1,700
| New | +$97.9K | 0.01% | 395 |
|
|
2021
Q4 | – | Sell |
-4,172
| Closed | -$262K | – | 295 |
|
|
2021
Q3 | $262K | Buy |
+4,172
| New | +$262K | 0.08% | 209 |
|
|
2019
Q4 | – | Sell |
-576
| Closed | -$42 | – | 380 |
|
|
2019
Q3 | $42 | Buy |
576
+2
| +0.3% | – | ﹤0.01% | 307 |
|
|
2019
Q2 | $38K | Buy |
574
+1
| +0.2% | +$66 | 0.02% | 254 |
|
|
2019
Q1 | $40K | Buy |
573
+209
| +57% | +$14.6K | 0.02% | 258 |
|
|
2018
Q4 | $23K | Buy |
364
+12
| +3% | +$758 | 0.01% | 317 |
|
|
2018
Q3 | $19K | Sell |
352
-162
| -32% | -$8.74K | 0.01% | 357 |
|
|
2018
Q2 | $27K | Sell |
514
-15,733
| -97% | -$826K | 0.02% | 333 |
|
|
2018
Q1 | $814K | Sell |
16,247
-10,351
| -39% | -$519K | 0.42% | 84 |
|
|
2017
Q4 | $1.45M | Buy |
+26,598
| New | +$1.45M | 0.8% | 32 |
|