Congress Wealth 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
Q2 | $959K | Sell |
|
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|
2025
Q1 | $989K | Buy |
|
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|
2024
Q4 | $734K | Buy |
|
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|
2024
Q3 | $854K | Buy |
|
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|
2024
Q2 | $245K | Sell |
|
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|
2024
Q1 | $876K | Buy |
|
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|
2023
Q4 | $290K | Buy |
|
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|
2023
Q3 | $245K | Buy |
|
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|
2023
Q2 | $273K | Hold |
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|
2023
Q1 | $289K | Sell |
|
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|
2022
Q4 | $308K | Buy |
|
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|
2022
Q3 | $267K | Buy |
|