Cetera Trust Company’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Buy |
4,135
+210
| +5% | +$12.1K | 0.14% | 149 |
|
|
2025
Q1 | $228K | Hold |
3,925
| – | – | 0.15% | 149 |
|
|
2024
Q4 | $210K | Hold |
3,925
| – | – | 0.14% | 160 |
|
|
2024
Q3 | $249K | Sell |
3,925
-25
| -0.6% | -$1.59K | 0.15% | 138 |
|
|
2024
Q2 | $209K | Hold |
3,950
| – | – | 0.13% | 149 |
|
|
2024
Q1 | $214K | Buy |
3,950
+1,250
| +46% | +$67.6K | 0.13% | 155 |
|
|
2023
Q4 | $155K | Buy |
+2,700
| New | +$155K | 0.1% | 176 |
|