Chicago Partners Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $816K | Buy |
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|
2025
Q1 | $730K | Buy |
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|
2024
Q4 | $559K | Sell |
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|
2024
Q3 | $692K | Buy |
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|
2024
Q2 | $620K | Sell |
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|
2024
Q1 | $633K | Buy |
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|
2023
Q4 | $638K | Buy |
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|
2023
Q3 | $563K | Sell |
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|
2023
Q2 | $702K | Sell |
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|
2023
Q1 | $742K | Sell |
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|
2022
Q4 | $805K | Sell |
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|
2022
Q3 | $813K | Buy |
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|
2022
Q2 | $811K | Sell |
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|
2022
Q1 | $753K | Buy |
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|
2021
Q4 | $737K | Buy |
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|
2021
Q3 | $765K | Buy |
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|
2021
Q2 | $732K | Buy |
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|
2021
Q1 | $708K | Sell |
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|
2020
Q4 | $613K | Buy |
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|
2020
Q3 | $547K | Buy |
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|
2020
Q2 | $539K | Buy |
|
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|
2020
Q1 | $473K | Sell |
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|
2019
Q4 | $775K | Buy |
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|
2019
Q3 | $822K | Buy |
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|
2019
Q2 | $691K | Buy |
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|
2019
Q1 | $690K | Sell |
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|
2018
Q4 | $659K | Sell |
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|
2018
Q3 | $719K | Buy |
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|
2018
Q2 | $607K | Buy |
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|
2018
Q1 | $578K | Sell |
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|
2017
Q4 | $654K | Sell |
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|
2017
Q3 | $679K | Buy |
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|
2017
Q2 | $135K | Sell |
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|
2017
Q1 | $730K | Sell |
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|
2016
Q4 | $1.01M | Sell |
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|
2016
Q3 | $1.24M | Buy |
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|
2016
Q2 | $180K | Buy |
|