HB 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 | $1.49M | Buy |
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|
2025
Q2 | $1.29M | Buy |
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|
2025
Q1 | $1.25M | Buy |
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|
2024
Q4 | $857K | Buy |
|
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|
2024
Q3 | $658K | Buy |
|
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|
2024
Q2 | $484K | Buy |
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|
2024
Q1 | $387K | Sell |
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|
2023
Q4 | $429K | Sell |
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|
2023
Q3 | $385K | Buy |
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|
2023
Q2 | $322K | Sell |
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|
2023
Q1 | $398K | Buy |
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|
2022
Q4 | $368K | Buy |
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|
2022
Q3 | $266K | Buy |
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|
2022
Q2 | $261K | Buy |
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|
2022
Q1 | $201K | Buy |
|