West Family Investments’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 | $270K | Buy |
4,683
+942
| +25% | +$54.3K | 0.07% | 273 |
|
|
2025
Q1 | $217K | Sell |
3,741
-2,060
| -36% | -$120K | 0.08% | 226 |
|
|
2024
Q4 | $310K | Buy |
5,801
+1,018
| +21% | +$54.4K | 0.11% | 185 |
|
|
2024
Q3 | $303K | Buy |
4,783
+321
| +7% | +$20.4K | 0.1% | 207 |
|
|
2024
Q2 | $236K | Sell |
4,462
-82
| -2% | -$4.33K | 0.07% | 211 |
|
|
2024
Q1 | $246K | Buy |
+4,544
| New | +$246K | 0.08% | 213 |
|
|
2023
Q2 | – | Sell |
-3,888
| Closed | -$246K | – | 254 |
|
|
2023
Q1 | $246K | Sell |
3,888
-770
| -17% | -$48.8K | 0.1% | 157 |
|
|
2022
Q4 | $295K | Sell |
4,658
-1,201
| -20% | -$76.2K | 0.1% | 165 |
|
|
2022
Q3 | $341K | Buy |
5,859
+901
| +18% | +$52.4K | 0.14% | 136 |
|
|
2022
Q2 | $338K | Sell |
4,958
-1,948
| -28% | -$133K | 0.13% | 135 |
|
|
2022
Q1 | $479K | Sell |
6,906
-338
| -5% | -$23.4K | 0.14% | 120 |
|
|
2021
Q4 | $519K | Buy |
7,244
+2,700
| +59% | +$193K | 0.14% | 116 |
|
|
2021
Q3 | $286K | Buy |
4,544
+146
| +3% | +$9.19K | 0.07% | 219 |
|
|
2021
Q2 | $284K | Buy |
+4,398
| New | +$284K | 0.08% | 237 |
|