Godsey & Gibb Inc’s Realty Income O Stock Holding History

Godsey & Gibb Inc’s Portfolio O Stock Details O Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-920	Closed	-$58.3K	–	417
2024 Q3	$58.3K	Hold	920	–	–	0.01%	164
2024 Q2	$48.6K	Sell	920 -70	-7%	-$3.74K	0.01%	184
2024 Q1	$53.6K	Buy	990 +70	+8%	+$3.79K	0.01%	158
2023 Q4	$52.8K	Sell	920 -747	-45%	-$39.2K	0.01%	156
2023 Q3	$83.3K	Buy	1,667 +747	+81%	+$43K	0.01%	137
2023 Q2	$55K	Hold	920	–	–	0.01%	162
2023 Q1	$58.3K	Hold	920	–	–	0.01%	155
2022 Q4	$58.4K	Buy	+920	New	+$57.1K	0.01%	110
2022 Q3	–	Sell	-920	Closed	-$63K	–	136
2022 Q2	$63K	Buy	+920	New	+$63.2K	0.03%	44

Other funds holding O

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Godsey & Gibb Inc's O Position: Q4 2024 in Review

Godsey & Gibb Inc sold out of Realty Income (O) in Q4 2024, closing a stake of 920 shares — an estimated $58.3K sold.

Godsey & Gibb Inc first reported a position in O in Q2 2022 and held it in 9 quarters. The position peaked at $83.3K in Q3 2023. 1,262 funds tracked by Wall St. Rank hold O as of Q4 2024.

Godsey & Gibb Inc reported no remaining Realty Income position as of Q4 2024 after selling out during the quarter.
Godsey & Gibb Inc sold 920 Realty Income shares in Q4 2024, an estimated $58.3K.
Godsey & Gibb Inc first reported a position in Realty Income in Q2 2022 and held it in 9 quarters.
Godsey & Gibb Inc's Realty Income position peaked at $83.3K in Q3 2023.
1,262 funds tracked by Wall St. Rank held Realty Income as of Q4 2024.

Based on Godsey & Gibb Inc's 13F filing for Q4 2024, filed 14 Jan 2025.