Teamwork Financial Advisors’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 | $979K | Sell |
16,990
-414
| -2% | -$23.9K | 0.11% | 91 |
|
|
2025
Q1 | $1.01M | Sell |
17,404
-19,718
| -53% | -$1.14M | 0.13% | 81 |
|
|
2024
Q4 | $1.98M | Buy |
37,122
+15,531
| +72% | +$830K | 0.26% | 58 |
|
|
2024
Q3 | $1.37M | Buy |
+21,591
| New | +$1.37M | 0.19% | 65 |
|
|
2024
Q2 | – | Sell |
-4,155
| Closed | -$225K | – | 173 |
|
|
2024
Q1 | $225K | Buy |
+4,155
| New | +$225K | 0.03% | 169 |
|
|
2023
Q4 | – | Sell |
-6,752
| Closed | -$337K | – | 217 |
|
|
2023
Q3 | $337K | Buy |
6,752
+1,376
| +26% | +$68.7K | 0.06% | 154 |
|
|
2023
Q2 | $321K | Sell |
5,376
-1,024
| -16% | -$61.2K | 0.05% | 153 |
|
|
2023
Q1 | $405K | Sell |
6,400
-1,191
| -16% | -$75.4K | 0.07% | 135 |
|
|
2022
Q4 | $482K | Buy |
7,591
+335
| +5% | +$21.3K | 0.1% | 130 |
|
|
2022
Q3 | $422K | Sell |
7,256
-2,321
| -24% | -$135K | 0.09% | 131 |
|
|
2022
Q2 | $654K | Buy |
9,577
+873
| +10% | +$59.6K | 0.14% | 102 |
|
|
2022
Q1 | $603K | Buy |
8,704
+1,346
| +18% | +$93.2K | 0.11% | 154 |
|
|
2021
Q4 | $527K | Sell |
7,358
-385
| -5% | -$27.6K | 0.1% | 185 |
|
|
2021
Q3 | $487K | Buy |
7,743
+1,923
| +33% | +$121K | 0.1% | 161 |
|
|
2021
Q2 | $376K | Buy |
5,820
+1,251
| +27% | +$80.8K | 0.08% | 180 |
|
|
2021
Q1 | $281K | Sell |
4,569
-4,339
| -49% | -$267K | 0.07% | 196 |
|
|
2020
Q4 | $537K | Buy |
8,908
+995
| +13% | +$60K | 0.13% | 118 |
|
|
2020
Q3 | $466K | Sell |
7,913
-970
| -11% | -$57.1K | 0.14% | 123 |
|
|
2020
Q2 | $512K | Buy |
+8,883
| New | +$512K | 0.18% | 109 |
|