EP Wealth Advisors’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 | $3.15M | Buy |
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|
2025
Q1 | $2.79M | Sell |
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|
2024
Q4 | $2.57M | Buy |
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|
2024
Q3 | $2.79M | Buy |
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|
2024
Q2 | $2.06M | Buy |
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|
2024
Q1 | $1M | Buy |
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|
2023
Q4 | $907K | Buy |
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|
2023
Q3 | $760K | Sell |
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|
2023
Q2 | $1.03M | Buy |
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|
2023
Q1 | $278K | Sell |
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|
2022
Q4 | $825K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $867K | Buy |
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|
2022
Q1 | $608K | Sell |
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|
2021
Q4 | $634K | Buy |
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|
2021
Q3 | $490K | Sell |
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|
2021
Q2 | $550K | Buy |
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|
2021
Q1 | $361K | Buy |
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|
2020
Q4 | $330K | Buy |
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|
2020
Q3 | $320K | Sell |
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|
2020
Q2 | $340K | Sell |
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|
2020
Q1 | $404K | Buy |
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|
2019
Q4 | $595K | Buy |
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|
2019
Q3 | $617K | Buy |
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|
2019
Q2 | $380K | Sell |
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|
2019
Q1 | $1.23M | Buy |
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|
2018
Q4 | $1.04M | Sell |
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|
2018
Q3 | $990K | Buy |
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