Excalibur 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
Q3 | $385K | Buy |
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|
2025
Q2 | $363K | Sell |
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|
2025
Q1 | $393K | Sell |
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|
2024
Q4 | $365K | Sell |
|
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|
2024
Q3 | $446K | Buy |
|
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|
2024
Q2 | $357K | Buy |
|
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|
2024
Q1 | $214K | Sell |
|
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|
2023
Q4 | $229K | Sell |
|
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|
2023
Q3 | $211K | Buy |
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|
2023
Q2 | $243K | Sell |
|
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|
2023
Q1 | $269K | Sell |
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|
2022
Q4 | $296K | Buy |
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|
2022
Q3 | $244K | Buy |
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|
2022
Q2 | $282K | Buy |
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|
2022
Q1 | $260K | Buy |
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|
2021
Q4 | $252K | Buy |
|