TFC Financial Management’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 | $2.95K | Hold |
51
| – | – | ﹤0.01% | 466 |
|
|
2025
Q1 | $2.97K | Sell |
51
-6
| -11% | -$349 | ﹤0.01% | 451 |
|
|
2024
Q4 | $3.05K | Sell |
57
-16
| -22% | -$857 | ﹤0.01% | 462 |
|
|
2024
Q3 | $4.64K | Buy |
73
+16
| +28% | +$1.02K | ﹤0.01% | 423 |
|
|
2024
Q2 | $3.02K | Buy |
57
+11
| +24% | +$582 | ﹤0.01% | 442 |
|
|
2024
Q1 | $2.5K | Buy |
46
+20
| +77% | +$1.09K | ﹤0.01% | 447 |
|
|
2023
Q4 | $1.5K | Sell |
26
-13
| -33% | -$750 | ﹤0.01% | 480 |
|
|
2023
Q3 | $1.96K | Sell |
39
-2
| -5% | -$100 | ﹤0.01% | 464 |
|
|
2023
Q2 | $2.46K | Buy |
41
+11
| +37% | +$660 | ﹤0.01% | 424 |
|
|
2023
Q1 | $1.91K | Buy |
30
+12
| +67% | +$764 | ﹤0.01% | 464 |
|
|
2022
Q4 | $1.15K | Hold |
18
| – | – | ﹤0.01% | 444 |
|
|
2022
Q3 | $1K | Buy |
18
+5
| +38% | +$278 | ﹤0.01% | 488 |
|
|
2022
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 488 |
|
|
2022
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 498 |
|
|
2021
Q4 | $1K | Hold |
13
| – | – | ﹤0.01% | 546 |
|
|
2021
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 532 |
|
|
2021
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 534 |
|
|
2021
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 525 |
|
|
2020
Q4 | $1K | Hold |
13
| – | – | ﹤0.01% | 512 |
|
|
2020
Q3 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 480 |
|