CreativeOne Wealth’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 | $3.82M | Buy |
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|
2025
Q2 | $3.32M | Buy |
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|
2025
Q1 | $2.89M | Buy |
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|
2024
Q4 | $1.9M | Buy |
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|
2024
Q3 | $1.87M | Buy |
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|
2024
Q2 | $907K | Buy |
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|
2024
Q1 | $889K | Buy |
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|
2023
Q4 | $400K | Buy |
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|
2023
Q3 | $343K | Sell |
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|
2023
Q2 | $606K | Buy |
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|
2023
Q1 | $501K | Buy |
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|
2022
Q4 | $481K | Sell |
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|
2022
Q3 | $466K | Sell |
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|
2022
Q2 | $570K | Buy |
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|
2022
Q1 | $506K | Sell |
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|
2021
Q4 | $552K | Buy |
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|
2021
Q3 | $311K | Buy |
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|
2021
Q2 | $307K | Sell |
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|
2021
Q1 | $296K | Buy |
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