Asset Planning Corporation’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
Q3 | $1.85M | Sell |
|
|||||
|
2025
Q2 | $1.78M | Sell |
|
|||||
|
2025
Q1 | $1.81M | Sell |
|
|||||
|
2024
Q4 | $1.68M | Sell |
|
|||||
|
2024
Q3 | $2.03M | Buy |
|
|||||
|
2024
Q2 | $1.68M | Sell |
|
|||||
|
2024
Q1 | $1.82M | Buy |
|
|||||
|
2023
Q4 | $1.9M | Buy |
|
|||||
|
2023
Q3 | $583K | Buy |
|
|||||
|
2023
Q2 | $689K | Buy |
|
|||||
|
2023
Q1 | $706K | Buy |
|
|||||
|
2022
Q4 | $706K | Buy |
|
|||||
|
2022
Q3 | $647K | Buy |
|
|||||
|
2022
Q2 | $756K | Buy |
|
|||||
|
2022
Q1 | $767K | Buy |
|
|||||
|
2021
Q4 | $791K | Sell |
|
|||||
|
2021
Q3 | $715K | Sell |
|
|||||
|
2021
Q2 | $768K | Buy |
|
|||||
|
2021
Q1 | $730K | Buy |
|
|||||
|
2020
Q4 | $713K | Buy |
|