United Asset Strategies’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 | $7.36M | Buy |
127,794
+4,568
| +4% | +$263K | 0.63% | 51 |
|
|
2025
Q1 | $7.15M | Buy |
123,226
+10,213
| +9% | +$592K | 0.66% | 51 |
|
|
2024
Q4 | $6.04M | Buy |
113,013
+4,685
| +4% | +$250K | 0.55% | 50 |
|
|
2024
Q3 | $6.87M | Buy |
108,328
+4,466
| +4% | +$283K | 0.64% | 49 |
|
|
2024
Q2 | $5.49M | Buy |
103,862
+10,016
| +11% | +$529K | 0.54% | 53 |
|
|
2024
Q1 | $5.08M | Buy |
93,846
+11,417
| +14% | +$618K | 0.51% | 55 |
|
|
2023
Q4 | $4.73M | Buy |
82,429
+8,784
| +12% | +$504K | 0.53% | 54 |
|
|
2023
Q3 | $3.68M | Buy |
73,645
+65,236
| +776% | +$3.26M | 0.48% | 55 |
|
|
2023
Q2 | $503K | Buy |
8,409
+295
| +4% | +$17.6K | 0.06% | 174 |
|
|
2023
Q1 | $514K | Sell |
8,114
-1,782
| -18% | -$113K | 0.07% | 171 |
|
|
2022
Q4 | $628K | Buy |
9,896
+607
| +7% | +$38.5K | 0.09% | 163 |
|
|
2022
Q3 | $541K | Buy |
+9,289
| New | +$541K | 0.08% | 149 |
|