TD Private Client Wealth’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 | $3.41M | Buy |
59,247
+6,410
| +12% | +$369K | 0.08% | 169 |
|
|
2025
Q1 | $3.07M | Buy |
52,837
+6,402
| +14% | +$371K | 0.08% | 171 |
|
|
2024
Q4 | $2.48M | Sell |
46,435
-6,340
| -12% | -$339K | 0.07% | 199 |
|
|
2024
Q3 | $3.35M | Sell |
52,775
-477
| -0.9% | -$30.3K | 0.1% | 163 |
|
|
2024
Q2 | $2.81M | Buy |
53,252
+18,509
| +53% | +$978K | 0.09% | 175 |
|
|
2024
Q1 | $1.88M | Buy |
34,743
+9,151
| +36% | +$495K | 0.06% | 248 |
|
|
2023
Q4 | $1.47M | Sell |
25,592
-8,768
| -26% | -$503K | 0.05% | 270 |
|
|
2023
Q3 | $1.72M | Sell |
34,360
-3,521
| -9% | -$176K | 0.07% | 233 |
|
|
2023
Q2 | $2.26M | Sell |
37,881
-3,113
| -8% | -$186K | 0.1% | 204 |
|
|
2023
Q1 | $2.6M | Buy |
40,994
+5,674
| +16% | +$359K | 0.12% | 179 |
|
|
2022
Q4 | $2.24M | Sell |
35,320
-2,869
| -8% | -$182K | 0.11% | 196 |
|
|
2022
Q3 | $2.22M | Buy |
38,189
+1,512
| +4% | +$88K | 0.11% | 188 |
|
|
2022
Q2 | $2.5M | Sell |
36,677
-216
| -0.6% | -$14.7K | 0.12% | 179 |
|
|
2022
Q1 | $2.56M | Buy |
36,893
+6,617
| +22% | +$459K | 0.11% | 190 |
|
|
2021
Q4 | $2.17M | Sell |
30,276
-1,255
| -4% | -$89.8K | 0.09% | 221 |
|
|
2021
Q3 | $1.98M | Buy |
31,531
+10,665
| +51% | +$670K | 0.08% | 238 |
|
|
2021
Q2 | $1.35M | Buy |
20,866
+20,326
| +3,764% | +$1.31M | 0.06% | 296 |
|
|
2021
Q1 | $33.2K | Sell |
540
-908
| -63% | -$55.9K | ﹤0.01% | 769 |
|
|
2020
Q4 | $87.2K | Sell |
1,448
-30
| -2% | -$1.81K | ﹤0.01% | 575 |
|
|
2020
Q3 | $87K | Sell |
1,478
-46
| -3% | -$2.71K | ﹤0.01% | 544 |
|
|
2020
Q2 | $87.9K | Sell |
1,524
-145
| -9% | -$8.36K | 0.01% | 532 |
|
|
2020
Q1 | $80.6K | Sell |
1,669
-23,920
| -93% | -$1.16M | 0.01% | 520 |
|
|
2019
Q4 | $1.83M | Buy |
+25,589
| New | +$1.83M | 0.11% | 190 |
|