Symphony 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 | $2.78M | Buy |
+47,786
| New | +$2.78M | 0.36% | 63 |
|
|
2025
Q1 | – | Sell |
-39,367
| Closed | -$2.18M | – | 175 |
|
|
2024
Q4 | $2.18M | Sell |
39,367
-2,828
| -7% | -$156K | 0.34% | 64 |
|
|
2024
Q3 | $2.65M | Buy |
42,195
+251
| +0.6% | +$15.7K | 0.44% | 56 |
|
|
2024
Q2 | $2.2M | Buy |
41,944
+7,282
| +21% | +$382K | 0.4% | 57 |
|
|
2024
Q1 | $1.88M | Buy |
34,662
+3,062
| +10% | +$166K | 0.44% | 60 |
|
|
2023
Q4 | $1.84M | Buy |
31,600
+535
| +2% | +$31.2K | 0.4% | 63 |
|
|
2023
Q3 | $1.52M | Buy |
31,065
+671
| +2% | +$32.9K | 0.37% | 51 |
|
|
2023
Q2 | $1.83M | Sell |
30,394
-1,340
| -4% | -$80.7K | 0.45% | 53 |
|
|
2023
Q1 | $1.99M | Buy |
31,734
+1,151
| +4% | +$72.1K | 0.51% | 45 |
|
|
2022
Q4 | $1.98M | Buy |
30,583
+4,943
| +19% | +$319K | 0.52% | 44 |
|
|
2022
Q3 | $1.49M | Buy |
25,640
+1,168
| +5% | +$67.7K | 0.49% | 51 |
|
|
2022
Q2 | $1.7M | Sell |
24,472
-253
| -1% | -$17.5K | 0.5% | 44 |
|
|
2022
Q1 | $1.77M | Buy |
24,725
+2,961
| +14% | +$212K | 0.42% | 51 |
|
|
2021
Q4 | $1.55M | Buy |
21,764
+8,658
| +66% | +$617K | 0.43% | 47 |
|
|
2021
Q3 | $839K | Buy |
13,106
+1,713
| +15% | +$110K | 0.29% | 62 |
|
|
2021
Q2 | $743K | Sell |
11,393
-2,509
| -18% | -$164K | 0.25% | 68 |
|
|
2021
Q1 | $877K | Buy |
13,902
+2,022
| +17% | +$128K | 0.23% | 72 |
|
|
2020
Q4 | $689K | Buy |
11,880
+2,059
| +21% | +$119K | 0.25% | 70 |
|
|
2020
Q3 | $578K | Sell |
9,821
-90
| -0.9% | -$5.3K | 0.24% | 68 |
|
|
2020
Q2 | $571K | Buy |
9,911
+320
| +3% | +$18.4K | 0.28% | 65 |
|
|
2020
Q1 | $494K | Buy |
+9,591
| New | +$494K | 0.34% | 51 |
|