DWM
Dakota Wealth Management’s Realty Income O Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.15M | Sell |
71,988
-1,883
| -3% | -$108K | 0.09% | 180 |
|
|
2025
Q1 | $4.29M | Buy |
73,871
+13,764
| +23% | +$798K | 0.1% | 166 |
|
|
2024
Q4 | $3.21M | Sell |
60,107
-3,290
| -5% | -$176K | 0.07% | 199 |
|
|
2024
Q3 | $4.02M | Sell |
63,397
-3,650
| -5% | -$231K | 0.09% | 192 |
|
|
2024
Q2 | $3.54M | Sell |
67,047
-153
| -0.2% | -$8.08K | 0.08% | 203 |
|
|
2024
Q1 | $3.65M | Sell |
67,200
-203
| -0.3% | -$11K | 0.09% | 190 |
|
|
2023
Q4 | $3.89M | Sell |
67,403
-2,515
| -4% | -$145K | 0.15% | 144 |
|
|
2023
Q3 | $3.49M | Buy |
69,918
+1,106
| +2% | +$55.2K | 0.15% | 145 |
|
|
2023
Q2 | $4.11M | Sell |
68,812
-929
| -1% | -$55.5K | 0.19% | 113 |
|
|
2023
Q1 | $4.42M | Buy |
69,741
+1,150
| +2% | +$72.8K | 0.29% | 90 |
|
|
2022
Q4 | $4.35M | Buy |
68,591
+2,407
| +4% | +$153K | 0.31% | 81 |
|
|
2022
Q3 | $3.85M | Buy |
+66,184
| New | +$3.85M | 0.31% | 78 |
|