Investmark Advisory 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 | $416K | Buy |
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|
2025
Q2 | $392K | Buy |
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|
2025
Q1 | $392K | Sell |
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|
2024
Q4 | $442K | Buy |
|
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|
2024
Q3 | $428K | Buy |
|
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|
2024
Q2 | $351K | Buy |
|
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|
2024
Q1 | $357K | Buy |
|
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|
2023
Q4 | $372K | Buy |
|
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|
2023
Q3 | $316K | Buy |
|
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|
2023
Q2 | $371K | Sell |
|
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|
2023
Q1 | $419K | Buy |
|
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|
2022
Q4 | $402K | Buy |
|
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|
2022
Q3 | $360K | Buy |
|
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|
2022
Q2 | $420K | Buy |
|
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|
2022
Q1 | $424K | Sell |
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|
2021
Q4 | $441K | Buy |
|