XML Financial’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 | $428K | Buy |
7,429
+1,680
| +29% | +$96.8K | 0.04% | 257 |
|
|
2025
Q1 | $333K | Sell |
5,749
-608
| -10% | -$35.3K | 0.03% | 274 |
|
|
2024
Q4 | $340K | Sell |
6,357
-1,699
| -21% | -$90.7K | 0.03% | 279 |
|
|
2024
Q3 | $511K | Buy |
8,056
+2,956
| +58% | +$187K | 0.05% | 229 |
|
|
2024
Q2 | $269K | Sell |
5,100
-697
| -12% | -$36.8K | 0.03% | 287 |
|
|
2024
Q1 | $314K | Buy |
5,797
+701
| +14% | +$37.9K | 0.03% | 272 |
|
|
2023
Q4 | $293K | Buy |
+5,096
| New | +$293K | 0.03% | 264 |
|
|
2020
Q1 | – | Sell |
-2,937
| Closed | -$210K | – | 186 |
|
|
2019
Q4 | $210K | Buy |
+2,937
| New | +$210K | 0.08% | 165 |
|