Foundations Investment 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 | $1.28M | Buy |
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|
2025
Q2 | $647K | Buy |
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|
2025
Q1 | $540K | Buy |
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|
2024
Q4 | $442K | Sell |
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|
2024
Q3 | $566K | Buy |
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|
2024
Q2 | $377K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $281K | Sell |
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|
2023
Q3 | $495K | Buy |
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|
2023
Q2 | $479K | Buy |
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|
2023
Q1 | $400K | Buy |
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|
2022
Q4 | $285K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $224K | Buy |
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