U.S. Capital Wealth 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 | $6.3M | Buy |
109,381
+8,672
| +9% | +$500K | 0.18% | 137 |
|
|
2025
Q1 | $5.84M | Buy |
100,709
+58,711
| +140% | +$3.41M | 0.18% | 142 |
|
|
2024
Q4 | $2.24M | Buy |
41,998
+37,831
| +908% | +$2.02M | 0.07% | 280 |
|
|
2024
Q3 | $264K | Buy |
+4,167
| New | +$264K | 0.01% | 612 |
|
|
2023
Q1 | – | Sell |
-1,848
| Closed | -$117K | – | 1220 |
|
|
2022
Q4 | $117K | Buy |
+1,848
| New | +$117K | 0.01% | 711 |
|