Avior 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 | $986K | Buy |
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|
2025
Q1 | $990K | Buy |
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|
2024
Q4 | $733K | Buy |
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|
2024
Q3 | $676K | Sell |
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|
2024
Q2 | $638K | Buy |
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|
2024
Q1 | $491K | Buy |
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|
2023
Q4 | $381K | Sell |
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|
2023
Q3 | $368K | Sell |
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|
2023
Q2 | $453K | Sell |
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|
2023
Q1 | $501K | Buy |
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|
2022
Q4 | $303K | Buy |
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|
2022
Q3 | $277K | Buy |
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|
2022
Q2 | $215K | Buy |
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|
2022
Q1 | $217K | Buy |
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|
2021
Q4 | $223K | Sell |
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|
2021
Q3 | $202K | Buy |
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|
2021
Q2 | $207K | Buy |
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|
2021
Q1 | $196K | Sell |
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|
2020
Q4 | $194K | Buy |
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|
2020
Q3 | $186K | Buy |
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|
2020
Q2 | $142K | Buy |
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|
2020
Q1 | $111K | Hold |
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|
2019
Q4 | $164K | Hold |
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|
2019
Q3 | $171K | Hold |
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|
2019
Q2 | $154K | Buy |
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|
2019
Q1 | $110K | Sell |
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|
2018
Q4 | $141K | Hold |
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|
2018
Q3 | $127K | Hold |
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|
2018
Q2 | $120K | Hold |
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|
2018
Q1 | $116K | Hold |
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|
2017
Q4 | $128K | Hold |
|
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|
2017
Q3 | $128K | Hold |
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|
2017
Q2 | $123K | Hold |
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|
2017
Q1 | $133K | Hold |
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|
2016
Q4 | $129K | Hold |
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|
2016
Q3 | $150K | Hold |
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|
2016
Q2 | $155K | Hold |
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|
2016
Q1 | $140K | Hold |
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|
2015
Q4 | $115K | Hold |
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|
2015
Q3 | $106K | Hold |
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|
2015
Q2 | $99K | Hold |
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|
2015
Q1 | $115K | Hold |
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|
2014
Q4 | $107K | Hold |
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|
2014
Q3 | $91K | Hold |
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|
2014
Q2 | $99K | Hold |
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|
2014
Q1 | $91K | Buy |
|