Valeo 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 | $483K | Buy |
8,384
+1,516
| +22% | +$87.3K | 0.01% | 459 |
|
|
2025
Q1 | $398K | Sell |
6,868
-851
| -11% | -$49.4K | 0.01% | 463 |
|
|
2024
Q4 | $412K | Buy |
7,719
+183
| +2% | +$9.78K | 0.01% | 447 |
|
|
2024
Q3 | $478K | Sell |
7,536
-347
| -4% | -$22K | 0.01% | 414 |
|
|
2024
Q2 | $416K | Sell |
7,883
-1,175
| -13% | -$62.1K | 0.01% | 438 |
|
|
2024
Q1 | $486K | Sell |
9,058
-542
| -6% | -$29.1K | 0.02% | 384 |
|
|
2023
Q4 | $551K | Buy |
9,600
+3,656
| +62% | +$210K | 0.02% | 330 |
|
|
2023
Q3 | $297K | Buy |
5,944
+1,285
| +28% | +$64.2K | 0.01% | 462 |
|
|
2023
Q2 | $279K | Buy |
4,659
+944
| +25% | +$56.4K | 0.01% | 449 |
|
|
2023
Q1 | $235K | Sell |
3,715
-661
| -15% | -$41.9K | 0.01% | 510 |
|
|
2022
Q4 | $278K | Buy |
+4,376
| New | +$278K | 0.02% | 406 |
|
|
2022
Q2 | – | Sell |
-3,653
| Closed | -$253K | – | 559 |
|
|
2022
Q1 | $253K | Buy |
+3,653
| New | +$253K | 0.01% | 464 |
|
|
2021
Q2 | – | Sell |
-1,797
| Closed | -$111K | – | 1286 |
|
|
2021
Q1 | $111K | Buy |
1,797
+28
| +2% | +$1.73K | 0.01% | 564 |
|
|
2020
Q4 | $107K | Buy |
1,769
+8
| +0.5% | +$484 | 0.01% | 537 |
|
|
2020
Q3 | $104K | Sell |
1,761
-1,481
| -46% | -$87.5K | 0.01% | 455 |
|
|
2020
Q2 | $187K | Buy |
3,242
+1,761
| +119% | +$102K | 0.02% | 330 |
|
|
2020
Q1 | $81K | Buy |
1,481
+1,135
| +328% | +$62.1K | 0.01% | 463 |
|
|
2019
Q4 | $25K | Hold |
346
| – | – | ﹤0.01% | 851 |
|
|
2019
Q3 | $26K | Sell |
346
-108
| -24% | -$8.12K | ﹤0.01% | 772 |
|
|
2019
Q2 | $30K | Hold |
454
| – | – | ﹤0.01% | 735 |
|
|
2019
Q1 | $32K | Sell |
454
-521
| -53% | -$36.7K | ﹤0.01% | 655 |
|
|
2018
Q4 | $60K | Sell |
975
-4,364
| -82% | -$269K | 0.01% | 481 |
|
|
2018
Q3 | $312K | Buy |
5,339
+542
| +11% | +$31.7K | 0.04% | 216 |
|
|
2018
Q2 | $263K | Buy |
4,797
+165
| +4% | +$9.05K | 0.04% | 247 |
|
|
2018
Q1 | $232K | Buy |
4,632
+1,236
| +36% | +$61.9K | 0.04% | 238 |
|
|
2017
Q4 | $188K | Buy |
+3,396
| New | +$188K | 0.03% | 245 |
|