Berger Financial Group’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 | $328K | Buy |
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|
2025
Q2 | $303K | Sell |
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|
2025
Q1 | $306K | Buy |
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|
2024
Q4 | $237K | Sell |
|
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|
2024
Q3 | $282K | Buy |
|
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|
2024
Q2 | $225K | Buy |
|
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|
2024
Q1 | $226K | Buy |
|
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|
2023
Q4 | $217K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $242K | Hold |
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|
2023
Q1 | $256K | Buy |
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|
2022
Q4 | $254K | Buy |
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|
2022
Q3 | $229K | Buy |
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|
2022
Q2 | $265K | Buy |
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|
2022
Q1 | $265K | Sell |
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|
2021
Q4 | $404K | Buy |
|