D.A. Davidson & Co’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 | $14.6M | Buy |
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|
2025
Q1 | $14.6M | Buy |
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|
2024
Q4 | $13M | Buy |
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|
2024
Q3 | $14.5M | Buy |
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|
2024
Q2 | $11.8M | Sell |
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|
2024
Q1 | $12.5M | Buy |
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|
2023
Q4 | $13.1M | Buy |
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|
2023
Q3 | $10.6M | Buy |
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|
2023
Q2 | $11.9M | Buy |
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|
2023
Q1 | $12.2M | Buy |
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|
2022
Q4 | $10.3M | Buy |
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|
2022
Q3 | $9.21M | Buy |
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|
2022
Q2 | $10.8M | Sell |
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|
2022
Q1 | $11.2M | Buy |
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|
2021
Q4 | $10.9M | Sell |
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|
2021
Q3 | $10.1M | Sell |
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|
2021
Q2 | $10.7M | Sell |
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|
2021
Q1 | $10.6M | Buy |
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|
2020
Q4 | $9.91M | Buy |
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|
2020
Q3 | $9.22M | Sell |
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|
2020
Q2 | $9.12M | Buy |
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|
2020
Q1 | $7.27M | Buy |
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|
2019
Q4 | $8.61M | Sell |
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|
2019
Q3 | $9M | Sell |
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|
2019
Q2 | $8.13M | Sell |
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|
2019
Q1 | $9.34M | Sell |
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|
2018
Q4 | $8.33M | Buy |
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|
2018
Q3 | $6.37M | Buy |
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|
2018
Q2 | $5.59M | Sell |
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|
2018
Q1 | $5.46M | Buy |
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|
2017
Q4 | $3.62M | Buy |
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|
2017
Q3 | $3M | Sell |
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|
2017
Q2 | $3M | Buy |
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|
2017
Q1 | $2.99M | Buy |
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|
2016
Q4 | $2.75M | Buy |
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|
2016
Q3 | $2.99M | Sell |
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|
2016
Q2 | $4.56M | Sell |
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|
2016
Q1 | $4.56M | Sell |
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|
2015
Q4 | $5.49M | Sell |
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|
2015
Q3 | $5.22M | Buy |
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|
2015
Q2 | $4.87M | Sell |
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|
2015
Q1 | $8.86M | Sell |
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|
2014
Q4 | $25.7M | Sell |
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|
2014
Q3 | $22.6M | Buy |
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|
2014
Q2 | $23.6M | Buy |
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|
2014
Q1 | $18.5M | Buy |
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|
2013
Q4 | $13.7M | Buy |
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|
2013
Q3 | $12.2M | Buy |
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|
2013
Q2 | $10.1M | Buy |
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