Toth Financial Advisory’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 | $179K | Hold |
3,100
| – | – | 0.02% | 213 |
|
|
2025
Q1 | $180K | Buy |
3,100
+29
| +0.9% | +$1.68K | 0.02% | 208 |
|
|
2024
Q4 | $164K | Buy |
3,071
+904
| +42% | +$48.3K | 0.02% | 206 |
|
|
2024
Q3 | $137K | Buy |
2,167
+82
| +4% | +$5.2K | 0.02% | 216 |
|
|
2024
Q2 | $110K | Buy |
2,085
+20
| +1% | +$1.06K | 0.01% | 229 |
|
|
2024
Q1 | $112K | Buy |
2,065
+994
| +93% | +$53.8K | 0.01% | 229 |
|
|
2023
Q4 | $61.5K | Hold |
1,071
| – | – | 0.01% | 273 |
|
|
2023
Q3 | $53.5K | Hold |
1,071
| – | – | 0.01% | 263 |
|
|
2023
Q2 | $64K | Hold |
1,071
| – | – | 0.01% | 253 |
|
|
2023
Q1 | $67.8K | Hold |
1,071
| – | – | 0.01% | 251 |
|
|
2022
Q4 | $67.9K | Sell |
1,071
-57
| -5% | -$3.62K | 0.01% | 252 |
|
|
2022
Q3 | $66K | Hold |
1,128
| – | – | 0.01% | 248 |
|
|
2022
Q2 | $77K | Buy |
1,128
+57
| +5% | +$3.89K | 0.01% | 236 |
|
|
2022
Q1 | $74K | Hold |
1,071
| – | – | 0.01% | 254 |
|
|
2021
Q4 | $77K | Sell |
1,071
-34
| -3% | -$2.44K | 0.01% | 263 |
|
|
2021
Q3 | $69K | Buy |
1,105
+73
| +7% | +$4.56K | 0.01% | 272 |
|
|
2021
Q2 | $67K | Hold |
1,032
| – | – | 0.01% | 257 |
|
|
2021
Q1 | $64K | Sell |
1,032
-206
| -17% | -$12.8K | 0.01% | 269 |
|
|
2020
Q4 | $75K | Hold |
1,238
| – | – | 0.01% | 231 |
|
|
2020
Q3 | $73K | Hold |
1,238
| – | – | 0.01% | 221 |
|
|
2020
Q2 | $71K | Hold |
1,238
| – | – | 0.02% | 205 |
|
|
2020
Q1 | $60K | Hold |
1,238
| – | – | 0.02% | 170 |
|
|
2019
Q4 | $88K | Hold |
1,238
| – | – | 0.02% | 183 |
|
|
2019
Q3 | $92K | Hold |
1,238
| – | – | 0.02% | 195 |
|
|
2019
Q2 | $83K | Hold |
1,238
| – | – | 0.02% | 194 |
|
|
2019
Q1 | $88K | Hold |
1,238
| – | – | 0.02% | 179 |
|
|
2018
Q4 | $76K | Hold |
1,238
| – | – | 0.02% | 162 |
|
|
2018
Q3 | $68K | Hold |
1,238
| – | – | 0.02% | 194 |
|
|
2018
Q2 | $65K | Hold |
1,238
| – | – | 0.02% | 196 |
|
|
2018
Q1 | $62K | Hold |
1,238
| – | – | 0.02% | 201 |
|
|
2017
Q4 | $68K | Buy |
+1,238
| New | +$68K | 0.02% | 194 |
|