Venture Visionary Partners’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 | $7.55M | Sell |
131,016
-11,480
| -8% | -$661K | 0.28% | 90 |
|
|
2025
Q1 | $8.27M | Buy |
142,496
+8,280
| +6% | +$480K | 0.35% | 77 |
|
|
2024
Q4 | $7.17M | Buy |
134,216
+4,361
| +3% | +$233K | 0.3% | 83 |
|
|
2024
Q3 | $8.24M | Buy |
129,855
+909
| +0.7% | +$57.6K | 0.36% | 78 |
|
|
2024
Q2 | $6.81M | Buy |
128,946
+37,062
| +40% | +$1.96M | 0.31% | 86 |
|
|
2024
Q1 | $4.97M | Buy |
91,884
+1,529
| +2% | +$82.7K | 0.24% | 106 |
|
|
2023
Q4 | $5.19M | Buy |
90,355
+8,545
| +10% | +$491K | 0.27% | 94 |
|
|
2023
Q3 | $4.09M | Buy |
81,810
+4,848
| +6% | +$242K | 0.25% | 103 |
|
|
2023
Q2 | $4.6M | Sell |
76,962
-2,056
| -3% | -$123K | 0.27% | 95 |
|
|
2023
Q1 | $5M | Buy |
79,018
+10,089
| +15% | +$639K | 0.32% | 83 |
|
|
2022
Q4 | $4.37M | Buy |
68,929
+6,671
| +11% | +$423K | 0.32% | 79 |
|
|
2022
Q3 | $3.62M | Buy |
62,258
+5,439
| +10% | +$317K | 0.29% | 82 |
|
|
2022
Q2 | $3.88M | Buy |
56,819
+3,923
| +7% | +$268K | 0.3% | 75 |
|
|
2022
Q1 | $3.67M | Buy |
52,896
+7,261
| +16% | +$503K | 0.24% | 89 |
|
|
2021
Q4 | $3.3M | Buy |
45,635
+10,798
| +31% | +$781K | 0.21% | 101 |
|
|
2021
Q3 | $2.21M | Buy |
34,837
+18,814
| +117% | +$1.19M | 0.16% | 126 |
|
|
2021
Q2 | $1.06M | Buy |
+16,023
| New | +$1.06M | 0.08% | 200 |
|