EverSource 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
Q3 | $500K | Sell |
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|
2025
Q2 | $490K | Buy |
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|
2025
Q1 | $362K | Buy |
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|
2024
Q4 | $274K | Sell |
|
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|
2024
Q3 | $331K | Sell |
|
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|
2024
Q2 | $358K | Buy |
|
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|
2024
Q1 | $279K | Buy |
|
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|
2023
Q4 | $39.7K | Buy |
|
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|
2023
Q3 | $13.3K | Sell |
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|
2023
Q2 | $60.9K | Sell |
|
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|
2023
Q1 | $107K | Buy |
|
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|
2022
Q4 | $84.9K | Buy |
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|
2022
Q3 | $26K | Buy |
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|
2022
Q2 | $20K | Sell |
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|
2022
Q1 | $52K | Sell |
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|
2021
Q4 | $56K | Buy |
|