Great Valley Advisor Group’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 | $1.67M | Buy |
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|
2025
Q2 | $1.41M | Sell |
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|
2025
Q1 | $1.74M | Sell |
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|
2024
Q4 | $4.43M | Buy |
|
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|
2024
Q3 | $4.98M | Buy |
|
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|
2024
Q2 | $3.49M | Buy |
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|
2024
Q1 | $3.19M | Buy |
|
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|
2023
Q4 | – | Sell |
|
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|
2023
Q3 | $1.04M | Buy |
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|
2023
Q2 | $1.14M | Buy |
|
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|
2023
Q1 | $1.01M | Buy |
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|
2022
Q4 | $504K | Buy |
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|
2022
Q3 | $352K | Sell |
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|
2022
Q2 | $417K | Buy |
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|
2022
Q1 | $277K | Buy |
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|
2021
Q4 | $280K | Sell |
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|
2021
Q3 | $251K | Buy |
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|
2021
Q2 | $252K | Buy |
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|
2021
Q1 | $236K | Buy |
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|
2020
Q4 | $210K | Buy |
|