Golden State Wealth 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 | $412K | Sell |
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|
2025
Q2 | $399K | Sell |
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|
2025
Q1 | $409K | Sell |
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|
2024
Q4 | $400K | Buy |
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|
2022
Q1 | $291K | Sell |
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|
2021
Q4 | $332K | Buy |
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|
2021
Q3 | $280K | Sell |
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|
2021
Q2 | $344K | Buy |
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|
2021
Q1 | $301K | Sell |
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|
2020
Q4 | $331K | Buy |
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|
2020
Q3 | $298K | Sell |
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|
2020
Q2 | $352K | Buy |
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|
2020
Q1 | $278K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $281K | Buy |
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|
2019
Q2 | $170K | Sell |
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|
2019
Q1 | $199K | Buy |
|