Cary Street Partners Investment Advisory’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
Q2 | $78K | Buy |
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|
2025
Q1 | $76.5K | Buy |
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|
2024
Q4 | $64.8K | Sell |
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|
2024
Q3 | $466K | Sell |
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|
2024
Q2 | $510K | Sell |
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|
2024
Q1 | $541K | Sell |
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|
2023
Q4 | $628K | Sell |
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|
2023
Q3 | $595K | Sell |
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|
2023
Q2 | $748K | Sell |
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|
2023
Q1 | $846K | Sell |
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|
2022
Q4 | $911K | Sell |
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|
2022
Q3 | $838K | Buy |
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|
2022
Q2 | $706K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $22K | Buy |
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