Westside Investment Management’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 | $220K | Buy |
3,810
+230
| +6% | +$13.3K | 0.04% | 245 |
|
|
2025
Q1 | $208K | Hold |
3,580
| – | – | 0.04% | 232 |
|
|
2024
Q4 | $191K | Buy |
3,580
+1
| +0% | +$53 | 0.04% | 236 |
|
|
2024
Q3 | $227K | Hold |
3,579
| – | – | 0.05% | 220 |
|
|
2024
Q2 | $189K | Hold |
3,579
| – | – | 0.04% | 236 |
|
|
2024
Q1 | $194K | Hold |
3,579
| – | – | 0.05% | 229 |
|
|
2023
Q4 | $206K | Sell |
3,579
-81
| -2% | -$4.65K | 0.05% | 205 |
|
|
2023
Q3 | $183K | Hold |
3,660
| – | – | 0.05% | 209 |
|
|
2023
Q2 | $219K | Buy |
3,660
+100
| +3% | +$5.98K | 0.06% | 195 |
|
|
2023
Q1 | $225K | Hold |
3,560
| – | – | 0.07% | 194 |
|
|
2022
Q4 | $225 | Sell |
3,560
-100
| -3% | -$6 | ﹤0.01% | 316 |
|
|
2022
Q3 | $6.03K | Hold |
3,660
| – | – | 0.01% | 218 |
|
|
2022
Q2 | $7.33K | Buy |
3,660
+3,300
| +917% | +$6.61K | 0.02% | 205 |
|
|
2022
Q1 | $7.11K | Hold |
360
| – | – | 0.02% | 206 |
|
|
2021
Q4 | $6.6K | Sell |
360
-12
| -3% | -$220 | 0.02% | 199 |
|
|
2021
Q3 | $6.6K | Buy |
372
+97
| +35% | +$1.72K | 0.02% | 201 |
|
|
2021
Q2 | $417 | Hold |
275
| – | – | ﹤0.01% | 274 |
|
|
2021
Q1 | $397 | Buy |
275
+7
| +3% | +$10 | ﹤0.01% | 266 |
|
|
2020
Q4 | $16 | Hold |
268
| – | – | ﹤0.01% | 453 |
|
|
2020
Q3 | $15 | Hold |
268
| – | – | ﹤0.01% | 459 |
|
|
2020
Q2 | $15 | Hold |
268
| – | – | ﹤0.01% | 440 |
|
|
2020
Q1 | $12 | Buy |
+268
| New | +$12 | ﹤0.01% | 442 |
|
|
2019
Q2 | $17 | Buy |
+268
| New | +$17 | ﹤0.01% | 409 |
|
|
2018
Q4 | $16.4K | Hold |
268
| – | – | 0.01% | 396 |
|
|
2018
Q3 | $14.7K | Hold |
268
| – | – | ﹤0.01% | 417 |
|
|
2018
Q2 | $13.9K | Hold |
268
| – | – | ﹤0.01% | 489 |
|
|
2018
Q1 | $13.3K | Hold |
268
| – | – | 0.01% | 479 |
|
|
2017
Q4 | $14.4K | Buy |
+268
| New | +$14.4K | 0.01% | 484 |
|