Jackson Grant Investment Advisers’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
Q2 | $17K | Buy |
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|
2025
Q1 | $17K | Hold |
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|
2024
Q4 | $15.6K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.46K | Hold |
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|
2023
Q4 | $1.55K | Hold |
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|
2023
Q3 | $1.35K | Hold |
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|
2023
Q2 | $1.61K | Hold |
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|
2023
Q1 | $1.71K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $40K | Buy |
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|
2017
Q3 | $40K | Buy |
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|
2017
Q2 | $38K | Buy |
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|
2017
Q1 | $41K | Buy |
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|
2016
Q4 | $39K | Buy |
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|
2016
Q3 | $45K | Buy |
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|
2016
Q2 | $46K | Buy |
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|
2016
Q1 | $41K | Hold |
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|
2015
Q4 | $34K | Buy |
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