United Capital 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 | $1.57M | Buy |
27,195
+10,517
| +63% | +$606K | 0.01% | 491 |
|
|
2025
Q1 | $967K | Buy |
16,678
+2,111
| +14% | +$122K | 0.01% | 564 |
|
|
2024
Q4 | $778K | Sell |
14,567
-1,582
| -10% | -$84.5K | 0.01% | 607 |
|
|
2024
Q3 | $1.02M | Sell |
16,149
-56
| -0.3% | -$3.55K | 0.01% | 537 |
|
|
2024
Q2 | $856K | Buy |
16,205
+2,391
| +17% | +$126K | 0.01% | 564 |
|
|
2024
Q1 | $747K | Buy |
13,814
+72
| +0.5% | +$3.9K | 0.01% | 631 |
|
|
2023
Q4 | $789K | Buy |
13,742
+1,468
| +12% | +$84.3K | 0.01% | 608 |
|
|
2023
Q3 | $613K | Sell |
12,274
-9,159
| -43% | -$457K | ﹤0.01% | 603 |
|
|
2023
Q2 | $1.28M | Sell |
21,433
-1,908
| -8% | -$114K | 0.01% | 503 |
|
|
2023
Q1 | $1.48M | Sell |
23,341
-27,941
| -54% | -$1.77M | 0.01% | 498 |
|
|
2022
Q4 | $3.25M | Buy |
51,282
+2,210
| +5% | +$140K | 0.02% | 393 |
|
|
2022
Q3 | $2.86M | Sell |
49,072
-353
| -0.7% | -$20.5K | 0.02% | 415 |
|
|
2022
Q2 | $3.37M | Sell |
49,425
-1,501
| -3% | -$102K | 0.02% | 404 |
|
|
2022
Q1 | $3.53M | Buy |
50,926
+942
| +2% | +$65.3K | 0.02% | 417 |
|
|
2021
Q4 | $3.58M | Buy |
49,984
+664
| +1% | +$47.5K | 0.02% | 432 |
|
|
2021
Q3 | $3.1M | Buy |
49,320
+55
| +0.1% | +$3.46K | 0.02% | 456 |
|
|
2021
Q2 | $3.19M | Buy |
49,265
+1,733
| +4% | +$112K | 0.02% | 449 |
|
|
2021
Q1 | $2.93M | Sell |
47,532
-9,510
| -17% | -$585K | 0.02% | 436 |
|
|
2020
Q4 | $3.44M | Sell |
57,042
-289
| -0.5% | -$17.4K | 0.02% | 411 |
|
|
2020
Q3 | $3.38M | Buy |
57,331
+6,632
| +13% | +$390K | 0.02% | 404 |
|
|
2020
Q2 | $2.92M | Sell |
50,699
-2,151
| -4% | -$124K | 0.02% | 447 |
|
|
2020
Q1 | $2.55M | Sell |
52,850
-17,120
| -24% | -$827K | 0.02% | 454 |
|
|
2019
Q4 | $4.99M | Sell |
69,970
-2,187
| -3% | -$156K | 0.03% | 420 |
|
|
2019
Q3 | $5.36M | Buy |
72,157
+20,345
| +39% | +$1.51M | 0.04% | 390 |
|
|
2019
Q2 | $3.46M | Sell |
51,812
-266,368
| -84% | -$17.8M | 0.02% | 485 |
|
|
2019
Q1 | $22.7M | Buy |
318,180
+31,814
| +11% | +$2.27M | 0.16% | 140 |
|
|
2018
Q4 | $17.5M | Buy |
286,366
+9,105
| +3% | +$556K | 0.14% | 153 |
|
|
2018
Q3 | $15.3M | Buy |
277,261
+14,110
| +5% | +$778K | 0.11% | 213 |
|
|
2018
Q2 | $13.7M | Buy |
263,151
+52,923
| +25% | +$2.76M | 0.1% | 226 |
|
|
2018
Q1 | $10.5M | Buy |
210,228
+28,989
| +16% | +$1.45M | 0.08% | 278 |
|
|
2017
Q4 | $10M | Buy |
181,239
+2,702
| +2% | +$150K | 0.08% | 300 |
|
|
2017
Q3 | $9.89M | Buy |
178,537
+561
| +0.3% | +$31.1K | 0.08% | 286 |
|
|
2017
Q2 | $9.52M | Buy |
177,976
+6,080
| +4% | +$325K | 0.09% | 276 |
|
|
2017
Q1 | $9.92M | Buy |
171,896
+10,318
| +6% | +$595K | 0.09% | 263 |
|
|
2016
Q4 | $9M | Buy |
161,578
+15,896
| +11% | +$885K | 0.09% | 279 |
|
|
2016
Q3 | $9.45M | Buy |
145,682
+10,670
| +8% | +$692K | 0.09% | 272 |
|
|
2016
Q2 | $9.03M | Buy |
135,012
+15,999
| +13% | +$1.07M | 0.09% | 262 |
|
|
2016
Q1 | $7.21M | Sell |
119,013
-86,345
| -42% | -$5.23M | 0.08% | 268 |
|
|
2015
Q4 | $10.3M | Buy |
205,358
+22,818
| +13% | +$1.14M | 0.12% | 193 |
|
|
2015
Q3 | $8.38M | Buy |
182,540
+4,120
| +2% | +$189K | 0.1% | 220 |
|
|
2015
Q2 | $7.67M | Buy |
178,420
+21,404
| +14% | +$921K | 0.09% | 262 |
|
|
2015
Q1 | $7.15M | Sell |
157,016
-64,322
| -29% | -$2.93M | 0.09% | 277 |
|
|
2014
Q4 | $10.2M | Buy |
221,338
+30,302
| +16% | +$1.4M | 0.15% | 159 |
|
|
2014
Q3 | $7.55M | Buy |
191,036
+11,358
| +6% | +$449K | 0.13% | 188 |
|
|
2014
Q2 | $7.73M | Buy |
179,678
+11,292
| +7% | +$486K | 0.14% | 187 |
|
|
2014
Q1 | $6.67M | Buy |
168,386
+4,397
| +3% | +$174K | 0.14% | 170 |
|
|
2013
Q4 | $5.93M | Buy |
+163,989
| New | +$5.93M | 0.2% | 129 |
|