Arete Wealth Advisors’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 | $467K | Buy |
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|
2025
Q1 | $426K | Buy |
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|
2024
Q4 | $385K | Buy |
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|
2024
Q3 | $393K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $483K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $781K | Sell |
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|
2023
Q1 | $863K | Buy |
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|
2022
Q4 | $802M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $208K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $316K | Hold |
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|
2019
Q2 | $284K | Hold |
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|
2019
Q1 | $301K | Hold |
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|
2018
Q4 | $260K | Sell |
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|
2018
Q3 | $261K | Sell |
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|
2018
Q2 | $779K | Sell |
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|
2018
Q1 | $753K | Buy |
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|
2017
Q4 | $583K | Buy |
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|
2017
Q3 | $421K | Buy |
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|
2017
Q2 | $388K | Buy |
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|
2017
Q1 | $386K | Buy |
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