Concord Wealth Partners’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 | $3.53K | Sell |
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|
2025
Q2 | $50.6K | Buy |
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|
2025
Q1 | $11K | Hold |
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|
2024
Q4 | $10.1K | Sell |
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|
2024
Q3 | $39.8K | Buy |
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|
2024
Q2 | $27.9K | Sell |
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|
2024
Q1 | $66.4K | Buy |
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|
2023
Q4 | $30.3K | Sell |
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|
2023
Q3 | $39.1K | Sell |
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|
2023
Q2 | $55.1K | Buy |
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|
2023
Q1 | $42.3K | Sell |
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|
2022
Q4 | $95.1K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $89K | Buy |
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|
2022
Q1 | $84K | Sell |
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|
2021
Q4 | $87K | Buy |
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|
2021
Q3 | $30K | Sell |
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|
2021
Q2 | $69K | Sell |
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|
2021
Q1 | $66K | Buy |
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|
2020
Q4 | $19K | Buy |
|