J.W. Cole Advisors’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 | $6.69M | Sell |
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|
2025
Q2 | $6.42M | Buy |
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|
2025
Q1 | $6.27M | Buy |
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|
2024
Q4 | $419K | Buy |
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|
2024
Q3 | $497K | Sell |
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|
2024
Q2 | $432K | Sell |
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|
2024
Q1 | $511K | Sell |
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|
2023
Q4 | $575K | Sell |
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|
2023
Q3 | $952K | Sell |
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|
2023
Q2 | $1.69M | Sell |
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|
2023
Q1 | $1.89M | Sell |
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|
2022
Q4 | $2.06M | Sell |
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|
2022
Q3 | $1.91M | Buy |
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|
2022
Q2 | $2.16M | Buy |
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|
2022
Q1 | $1.85M | Buy |
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|
2021
Q4 | $986K | Buy |
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|
2021
Q3 | $440K | Buy |
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|
2021
Q2 | $441K | Sell |
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|
2021
Q1 | $466K | Buy |
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|
2020
Q4 | $430K | Sell |
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|
2020
Q3 | $5.47M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $678K | Buy |
|