Stratos Wealth 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 | $360K | Sell |
6,245
-334
| -5% | -$19.2K | 0.02% | 506 |
|
|
2025
Q1 | $382K | Sell |
6,579
-172
| -3% | -$9.98K | 0.02% | 497 |
|
|
2024
Q4 | $361K | Sell |
6,751
-129
| -2% | -$6.89K | 0.02% | 549 |
|
|
2024
Q3 | $436K | Sell |
6,880
-6
| -0.1% | -$381 | 0.02% | 524 |
|
|
2024
Q2 | $364K | Buy |
6,886
+510
| +8% | +$26.9K | 0.02% | 541 |
|
|
2024
Q1 | $345K | Buy |
+6,376
| New | +$345K | 0.02% | 532 |
|
|
2023
Q2 | – | Sell |
-3,201
| Closed | -$203K | – | 649 |
|
|
2023
Q1 | $203K | Sell |
3,201
-4,274
| -57% | -$271K | 0.02% | 576 |
|
|
2022
Q4 | $474K | Sell |
7,475
-378
| -5% | -$24K | 0.04% | 409 |
|
|
2022
Q3 | $457K | Sell |
7,853
-1,905
| -20% | -$111K | 0.05% | 365 |
|
|
2022
Q2 | $666K | Sell |
9,758
-2,092
| -18% | -$143K | 0.06% | 318 |
|
|
2022
Q1 | $821K | Sell |
11,850
-503
| -4% | -$34.8K | 0.07% | 303 |
|
|
2021
Q4 | $884K | Sell |
12,353
-121
| -1% | -$8.66K | 0.06% | 305 |
|
|
2021
Q3 | $784K | Sell |
12,474
-1,280
| -9% | -$80.4K | 0.07% | 291 |
|
|
2021
Q2 | $890K | Sell |
13,754
-4,243
| -24% | -$275K | 0.08% | 256 |
|
|
2021
Q1 | $1.11M | Sell |
17,997
-14,720
| -45% | -$905K | 0.12% | 198 |
|
|
2020
Q4 | $1.97M | Buy |
32,717
+592
| +2% | +$35.7K | 0.27% | 88 |
|
|
2020
Q3 | $1.89M | Buy |
32,125
+582
| +2% | +$34.3K | 0.46% | 55 |
|
|
2020
Q2 | $1.82M | Buy |
+31,543
| New | +$1.82M | 0.56% | 51 |
|