First Foundation 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 | $3.69M | Sell |
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|
2025
Q1 | $3.89M | Sell |
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|
2024
Q4 | $3.61M | Sell |
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|
2024
Q3 | $4.45M | Sell |
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|
2024
Q2 | $4.02M | Sell |
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|
2024
Q1 | $4.37M | Sell |
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|
2023
Q4 | $4.85M | Sell |
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|
2023
Q3 | $4.71M | Sell |
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|
2023
Q2 | $6.35M | Sell |
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|
2023
Q1 | $8.03M | Sell |
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|
2022
Q4 | $21.6M | Sell |
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|
2022
Q3 | $45.6M | Sell |
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|
2022
Q2 | $54.9M | Buy |
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|
2022
Q1 | $54.8M | Sell |
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|
2021
Q4 | $57.2M | Buy |
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|
2021
Q3 | $633K | Buy |
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|
2021
Q2 | $619K | Buy |
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|
2021
Q1 | $538K | Buy |
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|
2020
Q4 | $361K | Buy |
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|
2020
Q3 | $352K | Buy |
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|
2020
Q2 | $342K | Buy |
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|
2020
Q1 | $253K | Hold |
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|
2019
Q4 | $373K | Sell |
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|
2019
Q3 | $405K | Buy |
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|
2019
Q2 | $297K | Buy |
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|
2019
Q1 | $317K | Sell |
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|
2018
Q4 | $272K | Buy |
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|
2018
Q3 | $244K | Sell |
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|
2018
Q2 | $264K | Buy |
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|
2018
Q1 | $222K | Buy |
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|
2017
Q4 | $243K | Buy |
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|
2017
Q3 | $244K | Sell |
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|
2017
Q2 | $244K | Sell |
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|
2017
Q1 | $572K | Sell |
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|
2016
Q4 | $819K | Sell |
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|
2016
Q3 | $1.01M | Buy |
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|
2016
Q2 | $865K | Buy |
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|
2016
Q1 | $463K | Buy |
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|
2015
Q4 | $220K | Buy |
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|
2015
Q3 | $202K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $2.13M | Sell |
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|
2014
Q3 | $2.06M | Buy |
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|
2014
Q2 | $2.06M | Buy |
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|
2014
Q1 | $1.79M | Sell |
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|
2013
Q4 | $2.03M | Buy |
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|
2013
Q3 | $1.57M | Buy |
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|
2013
Q2 | $1.34M | Buy |
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