Archford Capital Strategies’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $203K | Sell |
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|
2023
Q4 | $221K | Sell |
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|
2023
Q3 | $472K | Sell |
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|
2023
Q2 | $644K | Sell |
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|
2023
Q1 | $652K | Sell |
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|
2022
Q4 | $674K | Sell |
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|
2022
Q3 | $630K | Sell |
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|
2022
Q2 | $746K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $830K | Sell |
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|
2021
Q3 | $766K | Buy |
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|
2021
Q2 | $785K | Sell |
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|
2021
Q1 | $860K | Sell |
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|
2020
Q4 | $826K | Sell |
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|
2020
Q3 | $848K | Sell |
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|
2020
Q2 | $862K | Sell |
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|
2020
Q1 | $735K | Buy |
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|
2019
Q4 | $735K | Sell |
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|
2019
Q3 | $779K | Sell |
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|
2019
Q2 | $733K | Buy |
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|
2019
Q1 | $781K | Sell |
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|
2018
Q4 | $724K | Sell |
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|
2018
Q3 | $663K | Sell |
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|
2018
Q2 | $717K | Sell |
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|
2018
Q1 | $920K | Hold |
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|
2017
Q4 | $917K | Sell |
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|
2017
Q3 | $1.01M | Sell |
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|
2017
Q2 | $1.08M | Buy |
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|
2017
Q1 | $477K | Sell |
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|
2016
Q4 | $1.16M | Sell |
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|
2016
Q3 | $1.36M | Buy |
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|
2016
Q2 | $565K | Sell |
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|
2016
Q1 | $1.34M | Sell |
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|
2015
Q4 | $1.06M | Buy |
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|
2015
Q3 | $218K | Buy |
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|
2015
Q2 | $172K | Sell |
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|
2015
Q1 | $283K | Buy |
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|
2014
Q4 | $256K | Buy |
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|
2014
Q3 | $160K | Buy |
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|
2014
Q2 | $99.9K | Buy |
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|
2014
Q1 | $76.6K | Buy |
|