Dynamic Advisor Solutions’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 | $1.7M | Buy |
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|
2025
Q2 | $1.49M | Buy |
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|
2025
Q1 | $1.47M | Buy |
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|
2024
Q4 | $1.27M | Buy |
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|
2024
Q3 | $1.23M | Buy |
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|
2024
Q2 | $543K | Sell |
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|
2024
Q1 | $669K | Buy |
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|
2023
Q4 | $670K | Buy |
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|
2023
Q3 | $317K | Buy |
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|
2023
Q2 | $355K | Buy |
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|
2023
Q1 | $329K | Sell |
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|
2022
Q4 | $331K | Buy |
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|
2022
Q3 | $275K | Sell |
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|
2022
Q2 | $473K | Buy |
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|
2022
Q1 | $402K | Buy |
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|
2021
Q4 | $275K | Sell |
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|
2021
Q3 | $288K | Sell |
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|
2021
Q2 | $301K | Sell |
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|
2021
Q1 | $291K | Sell |
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|
2020
Q4 | $310K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $298K | Sell |
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|
2020
Q1 | $267K | Sell |
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|
2019
Q4 | $434K | Buy |
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|
2019
Q3 | $436K | Sell |
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|
2019
Q2 | $399K | Buy |
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|
2019
Q1 | $408K | Buy |
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|
2018
Q4 | $344K | Buy |
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|
2018
Q3 | $283K | Buy |
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|
2018
Q2 | $249K | Buy |
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|
2018
Q1 | $234K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $2.19M | Sell |
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|
2016
Q1 | $2.08M | Sell |
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|
2015
Q4 | $4.42M | Buy |
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|
2015
Q3 | $3.92M | Buy |
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