CFS Investment Advisory Services’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 | $414K | Sell |
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|
2025
Q2 | $404K | Sell |
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|
2025
Q1 | $469K | Sell |
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|
2024
Q4 | $454K | Sell |
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|
2024
Q3 | $551K | Sell |
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|
2024
Q2 | $529K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $781K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.19M | Sell |
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|
2022
Q1 | $20K | Buy |
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|
2021
Q4 | $1.2M | Sell |
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|
2021
Q3 | $1.38M | Buy |
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|
2020
Q4 | $1.43M | Buy |
|