Caprock 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $333K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $335K | Sell |
|
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|
2024
Q3 | $551K | Buy |
|
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|
2024
Q2 | $358K | Sell |
|
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|
2024
Q1 | $415K | Buy |
|
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|
2023
Q4 | $402K | Buy |
|
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|
2023
Q3 | $338K | Sell |
|
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|
2023
Q2 | $440K | Buy |
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|
2023
Q1 | $299K | Buy |
|
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|
2022
Q4 | – | Sell |
|
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|
2022
Q3 | $256K | Buy |
|
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|
2022
Q2 | $283K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $274K | Buy |
|