Wealth Alliance’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 | $1.63M | Buy |
28,279
+792
| +3% | +$45.6K | 0.18% | 111 |
|
|
2025
Q1 | $1.59M | Buy |
27,487
+316
| +1% | +$18.3K | 0.19% | 103 |
|
|
2024
Q4 | $1.45M | Sell |
27,171
-1,115
| -4% | -$59.6K | 0.17% | 114 |
|
|
2024
Q3 | $1.79M | Buy |
28,286
+162
| +0.6% | +$10.3K | 0.21% | 96 |
|
|
2024
Q2 | $1.49M | Buy |
28,124
+7,103
| +34% | +$375K | 0.19% | 102 |
|
|
2024
Q1 | $1.14M | Sell |
21,021
-932
| -4% | -$50.4K | 0.15% | 142 |
|
|
2023
Q4 | $1.26M | Buy |
21,953
+4,476
| +26% | +$257K | 0.18% | 115 |
|
|
2023
Q3 | $873K | Buy |
17,477
+1,163
| +7% | +$58.1K | 0.14% | 151 |
|
|
2023
Q2 | $975K | Buy |
16,314
+260
| +2% | +$15.5K | 0.15% | 143 |
|
|
2023
Q1 | $1.02M | Buy |
16,054
+984
| +7% | +$62.3K | 0.16% | 133 |
|
|
2022
Q4 | $956K | Buy |
15,070
+685
| +5% | +$43.4K | 0.17% | 139 |
|
|
2022
Q3 | $837K | Buy |
14,385
+546
| +4% | +$31.8K | 0.17% | 137 |
|
|
2022
Q2 | $944K | Buy |
13,839
+866
| +7% | +$59.1K | 0.18% | 135 |
|
|
2022
Q1 | $899K | Buy |
12,973
+1,040
| +9% | +$72.1K | 0.18% | 130 |
|
|
2021
Q4 | $854K | Sell |
11,933
-41
| -0.3% | -$2.93K | 0.17% | 133 |
|
|
2021
Q3 | $753K | Buy |
11,974
+2,194
| +22% | +$138K | 0.17% | 138 |
|
|
2021
Q2 | $632K | Buy |
9,780
+6,431
| +192% | +$416K | 0.15% | 159 |
|
|
2021
Q1 | $206K | Sell |
3,349
-1,315
| -28% | -$80.9K | 0.06% | 368 |
|
|
2020
Q4 | $281K | Buy |
4,664
+117
| +3% | +$7.05K | 0.08% | 296 |
|
|
2020
Q3 | $268K | Buy |
4,547
+65
| +1% | +$3.83K | 0.1% | 259 |
|
|
2020
Q2 | $258K | Buy |
4,482
+98
| +2% | +$5.64K | 0.1% | 248 |
|
|
2020
Q1 | $212K | Buy |
+4,384
| New | +$212K | 0.11% | 213 |
|