Vance Wealth’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 | $324K | Hold |
5,626
| – | – | 0.11% | 90 |
|
|
2025
Q1 | $326K | Hold |
5,626
| – | – | 0.12% | 82 |
|
|
2024
Q4 | $300K | Hold |
5,626
| – | – | 0.12% | 78 |
|
|
2024
Q3 | $357K | Sell |
5,626
-2
| -0% | -$127 | 0.14% | 71 |
|
|
2024
Q2 | $297K | Buy |
5,628
+2
| +0% | +$106 | 0.12% | 78 |
|
|
2024
Q1 | $304K | Hold |
5,626
| – | – | 0.12% | 74 |
|
|
2023
Q4 | $323K | Hold |
5,626
| – | – | 0.14% | 61 |
|
|
2023
Q3 | $281K | Buy |
5,626
+35
| +0.6% | +$1.75K | 0.13% | 64 |
|
|
2023
Q2 | $334K | Buy |
5,591
+51
| +0.9% | +$3.05K | 0.15% | 59 |
|
|
2023
Q1 | $352K | Buy |
5,540
+46
| +0.8% | +$2.93K | 0.19% | 56 |
|
|
2022
Q4 | $348K | Buy |
5,494
+48
| +0.9% | +$3.05K | 0.22% | 50 |
|
|
2022
Q3 | $317K | Buy |
5,446
+42
| +0.8% | +$2.45K | 0.24% | 49 |
|
|
2022
Q2 | $369K | Buy |
5,404
+43
| +0.8% | +$2.94K | 0.29% | 42 |
|
|
2022
Q1 | $371K | Buy |
5,361
+42
| +0.8% | +$2.91K | 0.47% | 37 |
|
|
2021
Q4 | $381K | Buy |
+5,319
| New | +$381K | 0.37% | 33 |
|