Summit Financial’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 | $1.84M | Sell |
31,914
-1,569
| -5% | -$90.4K | 0.04% | 305 |
|
|
2025
Q1 | $1.94M | Sell |
33,483
-328
| -1% | -$19K | 0.05% | 260 |
|
|
2024
Q4 | $1.81M | Buy |
33,811
+24,413
| +260% | +$1.3M | 0.06% | 228 |
|
|
2024
Q3 | $596K | Buy |
9,398
+1,052
| +13% | +$66.7K | 0.02% | 345 |
|
|
2024
Q2 | $441K | Buy |
8,346
+619
| +8% | +$32.7K | 0.02% | 348 |
|
|
2024
Q1 | $420K | Buy |
7,727
+874
| +13% | +$47.5K | 0.02% | 283 |
|
|
2023
Q4 | $395K | Sell |
6,853
-874
| -11% | -$50.4K | 0.03% | 271 |
|
|
2023
Q3 | $388K | Sell |
7,727
-329
| -4% | -$16.5K | 0.03% | 270 |
|
|
2023
Q2 | $484K | Buy |
+8,056
| New | +$484K | 0.04% | 227 |
|