Sunbelt Securities’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 | $783K | Buy |
14,662
+4,645
| +46% | +$248K | 0.07% | 247 |
|
|
2025
Q1 | $581K | Sell |
10,017
-4,645
| -32% | -$269K | 0.05% | 287 |
|
|
2024
Q4 | $773K | Buy |
14,662
+3,445
| +31% | +$182K | 0.07% | 250 |
|
|
2024
Q3 | $711K | Buy |
11,217
+5,281
| +89% | +$335K | 0.07% | 269 |
|
|
2024
Q2 | $314K | Buy |
5,936
+13
| +0.2% | +$687 | 0.03% | 446 |
|
|
2024
Q1 | $320K | Sell |
5,923
-526
| -8% | -$28.5K | 0.04% | 420 |
|
|
2023
Q4 | $370K | Buy |
6,449
+850
| +15% | +$48.8K | 0.05% | 367 |
|
|
2023
Q3 | $280K | Sell |
5,599
-14
| -0.2% | -$699 | 0.04% | 421 |
|
|
2023
Q2 | $336K | Buy |
5,613
+1,274
| +29% | +$76.2K | 0.05% | 359 |
|
|
2023
Q1 | $272K | Buy |
4,339
+101
| +2% | +$6.32K | 0.04% | 377 |
|
|
2022
Q4 | $269K | Buy |
4,238
+97
| +2% | +$6.15K | 0.05% | 372 |
|
|
2022
Q3 | $241K | Buy |
4,141
+928
| +29% | +$54K | 0.05% | 373 |
|
|
2022
Q2 | $219K | Buy |
+3,213
| New | +$219K | 0.05% | 391 |
|
|
2020
Q1 | – | Sell |
-7,293
| Closed | -$520K | – | 569 |
|
|
2019
Q4 | $520K | Buy |
7,293
+2
| +0% | +$143 | 0.05% | 308 |
|
|
2019
Q3 | $542K | Buy |
+7,291
| New | +$542K | 0.06% | 284 |
|