AllSquare Wealth Management’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $374K | Hold |
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|
2025
Q1 | $377K | Buy |
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|
2024
Q4 | $320K | Hold |
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|
2024
Q3 | $380K | Hold |
|
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|
2024
Q2 | $317K | Sell |
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|
2024
Q1 | $379K | Sell |
|
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|
2023
Q4 | $425K | Buy |
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|
2023
Q3 | $364K | Hold |
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|
2023
Q2 | $430K | Hold |
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|
2023
Q1 | $462K | Sell |
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|
2022
Q4 | $469K | Buy |
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|
2022
Q3 | $422K | Sell |
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|
2022
Q2 | $502K | Hold |
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|
2022
Q1 | $509K | Hold |
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|
2021
Q4 | $526K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $8K | Buy |
|