Charter Oak Capital Management’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 | $282K | Buy |
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|
2025
Q2 | $265K | Sell |
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|
2025
Q1 | $268K | Buy |
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|
2024
Q4 | $243K | Sell |
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|
2024
Q3 | $292K | Buy |
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|
2024
Q2 | $210K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $211K | Hold |
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|
2022
Q1 | $214K | Buy |
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|
2021
Q4 | $210K | Sell |
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|
2021
Q3 | $190K | Buy |
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|
2021
Q2 | $192K | Hold |
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|
2021
Q1 | $183K | Buy |
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|
2020
Q4 | $179K | Buy |
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