Integrated Wealth Concepts’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 | $2.06M | Sell |
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|
2025
Q2 | $2.29M | Sell |
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|
2025
Q1 | $2.42M | Buy |
|
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|
2024
Q4 | $2.09M | Sell |
|
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|
2024
Q3 | $2.54M | Buy |
|
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|
2024
Q2 | $2.07M | Buy |
|
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|
2024
Q1 | $1.85M | Buy |
|
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|
2023
Q4 | $1.96M | Sell |
|
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|
2023
Q3 | $2.01M | Sell |
|
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|
2023
Q2 | $2.62M | Sell |
|
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|
2023
Q1 | $2.95M | Buy |
|
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|
2022
Q4 | $834K | Sell |
|
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|
2022
Q3 | $795K | Sell |
|
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|
2022
Q2 | $980K | Sell |
|
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|
2022
Q1 | $1.01M | Buy |
|
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|
2021
Q4 | $983K | Buy |
|
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|
2021
Q3 | $653K | Buy |
|
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|
2021
Q2 | $640K | Buy |
|
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|
2021
Q1 | $530K | Sell |
|
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|
2020
Q4 | $557K | Buy |
|
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|
2020
Q3 | $538K | Sell |
|
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|
2020
Q2 | $555K | Buy |
|
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|
2020
Q1 | $447K | Buy |
|
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|
2019
Q4 | $581K | Buy |
|
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|
2019
Q3 | $200K | Sell |
|
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|
2019
Q2 | $234K | Buy |
|