Hartford Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-350
| Closed | -$22.2K | – | 388 |
|
|
2024
Q3 | $22.2K | Hold |
350
| – | – | ﹤0.01% | 264 |
|
|
2024
Q2 | $18.5K | Hold |
350
| – | – | ﹤0.01% | 275 |
|
|
2024
Q1 | $18.9K | Hold |
350
| – | – | ﹤0.01% | 275 |
|
|
2023
Q4 | $20.1K | Hold |
350
| – | – | ﹤0.01% | 274 |
|
|
2023
Q3 | $17.5K | Sell |
350
-322
| -48% | -$18.5K | ﹤0.01% | 271 |
|
|
2023
Q2 | $40.2K | Hold |
672
| – | – | 0.01% | 228 |
|
|
2023
Q1 | $42.6K | Hold |
672
| – | – | 0.01% | 221 |
|
|
2022
Q4 | $42.6K | Hold |
672
| – | – | 0.01% | 213 |
|
|
2022
Q3 | $39K | Hold |
672
| – | – | 0.01% | 218 |
|
|
2022
Q2 | $46K | Hold |
672
| – | – | 0.01% | 210 |
|
|
2022
Q1 | $47K | Hold |
672
| – | – | 0.01% | 222 |
|
|
2021
Q4 | $48K | Sell |
672
-82
| -11% | -$5.64K | 0.01% | 217 |
|
|
2021
Q3 | $47K | Buy |
754
+60
| +9% | +$4.05K | 0.01% | 211 |
|
|
2021
Q2 | $45K | Hold |
694
| – | – | 0.01% | 214 |
|
|
2021
Q1 | $43K | Hold |
694
| – | – | 0.01% | 210 |
|
|
2020
Q4 | $42K | Hold |
694
| – | – | 0.01% | 214 |
|
|
2020
Q3 | $41K | Hold |
694
| – | – | 0.01% | 204 |
|
|
2020
Q2 | $40K | Sell |
694
-80
| -10% | -$4.26K | 0.01% | 206 |
|
|
2020
Q1 | $37K | Hold |
774
| – | – | 0.01% | 201 |
|
|
2019
Q4 | $55K | Hold |
774
| – | – | 0.02% | 206 |
|
|
2019
Q3 | $58K | Hold |
774
| – | – | 0.02% | 201 |
|
|
2019
Q2 | $52K | Hold |
774
| – | – | 0.02% | 213 |
|
|
2019
Q1 | $55K | Hold |
774
| – | – | 0.02% | 208 |
|
|
2018
Q4 | $47K | Hold |
774
| – | – | 0.02% | 216 |
|
|
2018
Q3 | $43K | Hold |
774
| – | – | 0.01% | 237 |
|
|
2018
Q2 | $40K | Hold |
774
| – | – | 0.01% | 241 |
|
|
2018
Q1 | $38K | Hold |
774
| – | – | 0.02% | 184 |
|
|
2017
Q4 | $42K | Hold |
774
| – | – | 0.02% | 185 |
|
|
2017
Q3 | $42K | Hold |
774
| – | – | 0.02% | 197 |
|
|
2017
Q2 | $41K | Hold |
774
| – | – | 0.02% | 195 |
|
|
2017
Q1 | $44K | Hold |
774
| – | – | 0.03% | 193 |
|
|
2016
Q4 | $43K | Hold |
774
| – | – | 0.03% | 162 |
|
|
2016
Q3 | $50K | Buy |
+774
| New | +$51.1K | 0.03% | 165 |
|
|
2013
Q4 | – | Sell |
-1,238
| Closed | -$47K | – | 260 |
|
|
2013
Q3 | $47K | Hold |
1,238
| – | – | 0.03% | 160 |
|
|
2013
Q2 | $50K | Buy |
+1,238
| New | +$57.2K | 0.03% | 157 |
|
Other funds holding O
Hartford Financial Management's O Position: Q4 2024 in Review
Hartford Financial Management sold out of Realty Income (O) in Q4 2024, closing a stake of 350 shares — an estimated $22.2K sold.
Hartford Financial Management first reported a position in O in Q2 2013 and held it in 35 quarters. The position peaked at $58K in Q3 2019. 1,262 funds tracked by Wall St. Rank hold O as of Q4 2024.
- Hartford Financial Management reported no remaining Realty Income position as of Q4 2024 after selling out during the quarter.
- Hartford Financial Management sold 350 Realty Income shares in Q4 2024, an estimated $22.2K.
- Hartford Financial Management first reported a position in Realty Income in Q2 2013 and held it in 35 quarters.
- Hartford Financial Management's Realty Income position peaked at $58K in Q3 2019.
- 1,262 funds tracked by Wall St. Rank held Realty Income as of Q4 2024.
Based on Hartford Financial Management's 13F filing for Q4 2024, filed 23 Jan 2025.