Cyndeo 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 | $420K | Buy |
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|
2025
Q2 | $393K | Sell |
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|
2025
Q1 | $406K | Sell |
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|
2024
Q4 | $626K | Sell |
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|
2024
Q3 | $813K | Buy |
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|
2024
Q2 | $672K | Buy |
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|
2024
Q1 | $233K | Sell |
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|
2023
Q4 | $254K | Sell |
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|
2023
Q3 | $428K | Buy |
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|
2023
Q2 | $431K | Sell |
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|
2023
Q1 | $473K | Sell |
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|
2022
Q4 | $574K | Buy |
|