Wealth Quarterback’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 | $384K | Buy |
6,665
+1,908
| +40% | +$110K | 0.18% | 99 |
|
|
2025
Q1 | $276K | Buy |
4,757
+782
| +20% | +$45.4K | 0.16% | 104 |
|
|
2024
Q4 | $212K | Buy |
3,975
+505
| +15% | +$27K | 0.1% | 111 |
|
|
2024
Q3 | $220K | Buy |
+3,470
| New | +$220K | 0.11% | 113 |
|
|
2021
Q3 | $17K | Buy |
260
+3
| +1% | +$196 | 0.01% | 385 |
|
|
2021
Q2 | $17K | Buy |
+257
| New | +$17K | 0.01% | 379 |
|
|
2020
Q2 | – | Sell |
-611
| Closed | -$29.5K | – | 552 |
|
|
2020
Q1 | $29.5K | Sell |
611
-35,380
| -98% | -$1.71M | 0.03% | 282 |
|
|
2019
Q4 | $15.5K | Buy |
+35,991
| New | +$15.5K | 0.01% | 413 |
|