Summa Corp’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 | $605K | Sell |
10,500
-750
| -7% | -$43.2K | 0.31% | 35 |
|
|
2025
Q1 | $653K | Hold |
11,250
| – | – | 0.38% | 27 |
|
|
2024
Q4 | $601K | Hold |
11,250
| – | – | 0.29% | 30 |
|
|
2024
Q3 | $713K | Buy |
11,250
+2,000
| +22% | +$127K | 0.34% | 26 |
|
|
2024
Q2 | $489K | Hold |
9,250
| – | – | 0.24% | 39 |
|
|
2024
Q1 | $500K | Hold |
9,250
| – | – | 0.27% | 36 |
|
|
2023
Q4 | $531K | Buy |
+9,250
| New | +$531K | 0.37% | 30 |
|