Wealthfront Advisers’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 | $14.3M | Buy |
247,482
+28,561
| +13% | +$1.65M | 0.04% | 159 |
|
|
2025
Q1 | $12.7M | Buy |
218,921
+76,628
| +54% | +$4.45M | 0.03% | 166 |
|
|
2024
Q4 | $7.6M | Buy |
142,293
+23,975
| +20% | +$1.28M | 0.02% | 230 |
|
|
2024
Q3 | $7.5M | Buy |
118,318
+10,019
| +9% | +$635K | 0.02% | 223 |
|
|
2024
Q2 | $5.72M | Buy |
108,299
+5,755
| +6% | +$304K | 0.02% | 241 |
|
|
2024
Q1 | $5.55M | Buy |
102,544
+7,787
| +8% | +$421K | 0.02% | 246 |
|
|
2023
Q4 | $5.44M | Sell |
94,757
-27,263
| -22% | -$1.57M | 0.02% | 229 |
|
|
2023
Q3 | $6.09M | Buy |
122,020
+50,406
| +70% | +$2.52M | 0.03% | 177 |
|
|
2023
Q2 | $4.28M | Sell |
71,614
-9,441
| -12% | -$564K | 0.02% | 251 |
|
|
2023
Q1 | $5.13M | Buy |
81,055
+38,959
| +93% | +$2.47M | 0.02% | 201 |
|
|
2022
Q4 | $2.67M | Sell |
42,096
-3,268
| -7% | -$207K | 0.01% | 328 |
|
|
2022
Q3 | $2.64M | Buy |
45,364
+2,256
| +5% | +$131K | 0.01% | 307 |
|
|
2022
Q2 | $2.94M | Buy |
43,108
+5,706
| +15% | +$390K | 0.01% | 285 |
|
|
2022
Q1 | $2.59M | Sell |
37,402
-524
| -1% | -$36.3K | 0.01% | 341 |
|
|
2021
Q4 | $2.72M | Buy |
37,926
+1,528
| +4% | +$109K | 0.01% | 325 |
|
|
2021
Q3 | $2.29M | Buy |
36,398
+13,350
| +58% | +$839K | 0.01% | 323 |
|
|
2021
Q2 | $1.49M | Buy |
23,048
+4,794
| +26% | +$310K | 0.01% | 357 |
|
|
2021
Q1 | $1.12M | Buy |
18,254
+8,599
| +89% | +$529K | 0.01% | 369 |
|
|
2020
Q4 | $581K | Sell |
9,655
-446
| -4% | -$26.8K | ﹤0.01% | 417 |
|
|
2020
Q3 | $595K | Sell |
10,101
-333
| -3% | -$19.6K | ﹤0.01% | 396 |
|
|
2020
Q2 | $602K | Sell |
10,434
-12,102
| -54% | -$698K | ﹤0.01% | 386 |
|
|
2020
Q1 | $1.09M | Sell |
22,536
-9,702
| -30% | -$469K | 0.01% | 266 |
|
|
2019
Q4 | $2.3M | Sell |
32,238
-646
| -2% | -$46.1K | 0.02% | 156 |
|
|
2019
Q3 | $2.44M | Buy |
32,884
+175
| +0.5% | +$13K | 0.02% | 138 |
|
|
2019
Q2 | $2.19M | Buy |
32,709
+80
| +0.2% | +$5.35K | 0.02% | 144 |
|
|
2019
Q1 | $2.33M | Buy |
32,629
+3,570
| +12% | +$254K | 0.02% | 127 |
|
|
2018
Q4 | $1.78M | Buy |
+29,059
| New | +$1.78M | 0.02% | 140 |
|