Empirical Wealth Management’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 | – | Sell |
|
|||||
|
2025
Q1 | $239K | Sell |
|
|||||
|
2024
Q4 | $870K | Sell |
|
|||||
|
2024
Q3 | $1.06M | Buy |
|
|||||
|
2024
Q2 | $602K | Buy |
|
|||||
|
2024
Q1 | $238K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $258K | Sell |
|
|||||
|
2023
Q1 | $350K | Buy |
|
|||||
|
2022
Q4 | $290K | Sell |
|
|||||
|
2022
Q3 | $435K | Buy |
|
|||||
|
2022
Q2 | $374K | Sell |
|
|||||
|
2022
Q1 | $450K | Sell |
|
|||||
|
2021
Q4 | $959K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $217K | Sell |
|
|||||
|
2020
Q1 | $260K | Sell |
|
|||||
|
2019
Q4 | $396K | Buy |
|
|||||
|
2019
Q3 | $373K | Hold |
|
|||||
|
2019
Q2 | $336K | Buy |
|
|||||
|
2019
Q1 | – | Hold |
|