Benchmark 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 | $413K | Buy |
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|
2025
Q1 | $421K | Hold |
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|
2024
Q4 | $388K | Sell |
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|
2024
Q3 | $464K | Hold |
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|
2024
Q2 | $387K | Sell |
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|
2024
Q1 | $401K | Hold |
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|
2023
Q4 | $426K | Buy |
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|
2023
Q3 | $367K | Hold |
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|
2023
Q2 | $440K | Buy |
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|
2023
Q1 | $437K | Hold |
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|
2022
Q4 | $438K | Hold |
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|
2022
Q3 | $402K | Hold |
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|
2022
Q2 | $471K | Hold |
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|
2022
Q1 | $478K | Hold |
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|
2021
Q4 | $494K | Buy |
|