Bard Financial Services’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 | $3.6M | Sell |
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|
2025
Q2 | $3.53M | Sell |
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|
2025
Q1 | $3.73M | Sell |
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|
2024
Q4 | $3.57M | Sell |
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|
2024
Q3 | $4.29M | Sell |
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|
2024
Q2 | $3.74M | Sell |
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|
2024
Q1 | $4.03M | Buy |
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|
2023
Q4 | $1.57M | Sell |
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|
2023
Q3 | $1.41M | Buy |
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|
2023
Q2 | $1.64M | Sell |
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|
2023
Q1 | $1.75M | Sell |
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|
2022
Q4 | $1.77M | Sell |
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|
2022
Q3 | $1.69M | Buy |
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|
2022
Q2 | $1.83M | Sell |
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|
2022
Q1 | $1.89M | Buy |
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|
2021
Q4 | $1.74M | Buy |
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|
2021
Q3 | $1.37M | Buy |
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|
2021
Q2 | $1.37M | Buy |
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|
2021
Q1 | $1.21M | Hold |
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|
2020
Q4 | $1.18M | Buy |
|