Jeppson 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 | $797K | Sell |
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|
2025
Q2 | $775K | Buy |
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|
2025
Q1 | $672K | Sell |
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|
2024
Q4 | $619K | Sell |
|
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|
2024
Q3 | $739K | Buy |
|
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|
2024
Q2 | $616K | Sell |
|
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|
2024
Q1 | $638K | Sell |
|
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|
2023
Q4 | $677K | Sell |
|
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|
2023
Q3 | $754K | Buy |
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|
2023
Q2 | $888K | Sell |
|
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|
2023
Q1 | $1.07M | Buy |
|
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|
2022
Q4 | $1.04M | Sell |
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|
2022
Q3 | $976K | Buy |
|
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|
2022
Q2 | $1.03M | Buy |
|
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|
2022
Q1 | $772K | Buy |
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|
2021
Q4 | $795K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $17K | Buy |
|