Court Place Advisors’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 | $262K | Buy |
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|
2025
Q2 | $248K | Buy |
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|
2025
Q1 | $249K | Sell |
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|
2024
Q4 | $250K | Sell |
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|
2024
Q3 | $366K | Buy |
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|
2024
Q2 | $304K | Buy |
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|
2024
Q1 | $307K | Sell |
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|
2023
Q4 | $351K | Sell |
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|
2023
Q3 | $330K | Buy |
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|
2023
Q2 | $395K | Sell |
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|
2023
Q1 | $500K | Sell |
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|
2022
Q4 | $549K | Buy |
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|
2022
Q3 | $503K | Hold |
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|
2022
Q2 | $590K | Hold |
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|
2022
Q1 | $599K | Sell |
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|
2021
Q4 | $701K | Sell |
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|
2021
Q3 | $636K | Sell |
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|
2021
Q2 | $661K | Sell |
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|
2021
Q1 | $651K | Sell |
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|
2020
Q4 | $662K | Sell |
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|
2020
Q3 | $693K | Sell |
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|
2020
Q2 | $744K | Hold |
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|
2020
Q1 | $623K | Hold |
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|
2019
Q4 | $921K | Sell |
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|
2019
Q3 | $1.02M | Sell |
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|
2019
Q2 | $950K | Sell |
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|
2019
Q1 | $1.09M | Sell |
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|
2018
Q4 | $947K | Hold |
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|
2018
Q3 | $855K | Buy |
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|
2018
Q2 | $803K | Sell |
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|
2018
Q1 | $780K | Buy |
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|
2017
Q4 | $806K | Buy |
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|
2017
Q3 | $559K | Sell |
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|
2017
Q2 | $562K | Sell |
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|
2017
Q1 | $621K | Sell |
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|
2016
Q4 | $633K | Buy |
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|
2016
Q3 | $389K | Hold |
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|
2016
Q2 | $403K | Hold |
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|
2016
Q1 | $363K | Buy |
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|
2015
Q4 | $289K | Hold |
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|
2015
Q3 | $266K | Hold |
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|
2015
Q2 | $249K | Hold |
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|
2015
Q1 | $289K | Hold |
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|
2014
Q4 | $267K | Hold |
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|
2014
Q3 | $229K | Hold |
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|
2014
Q2 | $249K | Buy |
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|
2014
Q1 | $215K | Buy |
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