Caldwell Trust’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 | $203K | Sell |
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|
2025
Q2 | $199K | Buy |
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|
2025
Q1 | $143K | Buy |
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|
2024
Q4 | $118K | Hold |
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|
2024
Q3 | $140K | Sell |
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|
2024
Q2 | $128K | Hold |
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|
2024
Q1 | $131K | Buy |
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|
2023
Q4 | $133K | Sell |
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|
2023
Q3 | $125K | Sell |
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|
2023
Q2 | $153K | Buy |
|
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|
2023
Q1 | $151K | Hold |
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|
2022
Q4 | $152K | Sell |
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|
2022
Q3 | $166K | Buy |
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|
2022
Q2 | $171K | Hold |
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|
2022
Q1 | $174K | Buy |
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|
2021
Q4 | $165K | Sell |
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|
2021
Q3 | $150K | Sell |
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|
2021
Q2 | $181K | Buy |
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|
2021
Q1 | $153K | Hold |
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|
2020
Q4 | $150K | Buy |
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|
2020
Q3 | $134K | Buy |
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|
2020
Q2 | $126K | Sell |
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|
2020
Q1 | $199K | Sell |
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|
2019
Q4 | $309K | Buy |
|