B. Riley 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
Q3 | $244K | Sell |
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|
2025
Q2 | $324K | Buy |
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|
2024
Q4 | $675K | Buy |
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|
2024
Q3 | $781K | Sell |
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|
2024
Q2 | $701K | Buy |
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|
2024
Q1 | $439K | Buy |
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|
2023
Q4 | $485K | Sell |
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|
2023
Q3 | $439K | Buy |
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|
2023
Q2 | $471K | Sell |
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|
2023
Q1 | $794K | Buy |
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|
2022
Q4 | $667K | Buy |
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|
2022
Q3 | $522K | Sell |
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|
2022
Q2 | $617K | Sell |
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|
2022
Q1 | $745K | Sell |
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|
2021
Q4 | $850K | Buy |
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|
2021
Q3 | $526K | Buy |
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|
2021
Q2 | $529K | Buy |
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|
2021
Q1 | $436K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $231K | Sell |
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|
2019
Q3 | $258K | Sell |
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|
2019
Q2 | $251K | Sell |
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|
2019
Q1 | $286K | Buy |
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|
2018
Q4 | $241K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $214K | Buy |
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|
2016
Q2 | $215K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $682K | Buy |
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|
2015
Q2 | $536K | Sell |
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|
2015
Q1 | $633K | Sell |
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|
2014
Q4 | $6.29K | Buy |
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|
2014
Q3 | $545K | Sell |
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|
2014
Q2 | $579K | Buy |
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|
2014
Q1 | $543K | Buy |
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|
2013
Q4 | $180K | Sell |
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|
2013
Q3 | $240K | Sell |
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|
2013
Q2 | $354K | Buy |
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