Beacon Investment 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 | $495K | Sell |
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|
2025
Q2 | $476K | Buy |
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|
2025
Q1 | $481K | Buy |
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|
2024
Q4 | $440K | Buy |
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|
2024
Q3 | $506K | Buy |
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|
2024
Q2 | $375K | Buy |
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|
2024
Q1 | $373K | Buy |
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|
2023
Q4 | $376K | Buy |
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|
2023
Q3 | $320K | Buy |
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|
2023
Q2 | $363K | Sell |
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|
2023
Q1 | $415K | Buy |
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|
2022
Q4 | $396K | Buy |
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