Fulton Breakefield Broenniman’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 | $207K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $232K | Hold |
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|
2024
Q4 | $214K | Sell |
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|
2024
Q3 | $259K | Sell |
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|
2024
Q2 | $235K | Buy |
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|
2024
Q1 | $222K | Sell |
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|
2023
Q4 | $249K | Hold |
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|
2023
Q3 | $216K | Sell |
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|
2023
Q2 | $270K | Buy |
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|
2023
Q1 | $282K | Sell |
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|
2022
Q4 | $289K | Hold |
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|
2022
Q3 | $265K | Hold |
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|
2022
Q2 | $311K | Sell |
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|
2022
Q1 | $422K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $216K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $266K | Buy |
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|
2019
Q3 | $255K | Buy |
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