Wealthspire Advisors (New York)’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 | $2.19M | Buy |
37,940
+1,860
| +5% | +$107K | 0.01% | 267 |
|
|
2025
Q1 | $2.09M | Buy |
36,080
+18,433
| +104% | +$1.07M | 0.01% | 270 |
|
|
2024
Q4 | $943K | Buy |
17,647
+1,292
| +8% | +$69K | 0.01% | 381 |
|
|
2024
Q3 | $1.04M | Buy |
+16,355
| New | +$1.04M | 0.01% | 367 |
|
|
2021
Q2 | – | Sell |
-3,775
| Closed | -$232K | – | 572 |
|
|
2021
Q1 | $232K | Buy |
+3,775
| New | +$232K | 0.01% | 632 |
|
|
2019
Q1 | – | Sell |
-49
| Closed | -$3K | – | 569 |
|
|
2018
Q4 | $3K | Buy |
+49
| New | +$3K | ﹤0.01% | 719 |
|