JNBA Financial 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 | $75.2K | Hold |
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|
2025
Q2 | $71.3K | Hold |
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|
2025
Q1 | $71.8K | Sell |
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|
2024
Q4 | $95.1K | Hold |
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|
2024
Q3 | $113K | Hold |
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|
2024
Q2 | $94K | Hold |
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|
2024
Q1 | $96.3K | Hold |
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|
2023
Q4 | $102K | Buy |
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|
2023
Q3 | $65.5K | Sell |
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|
2023
Q2 | $79.9K | Sell |
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|
2023
Q1 | $86K | Buy |
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|
2022
Q4 | $81.8K | Hold |
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|
2022
Q3 | $75K | Hold |
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|
2022
Q2 | $88K | Hold |
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|
2022
Q1 | $89K | Hold |
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|
2021
Q4 | $92K | Sell |
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|
2021
Q3 | $84K | Hold |
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|
2021
Q2 | $86K | Hold |
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|
2021
Q1 | $82K | Hold |
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|
2020
Q4 | $80K | Sell |
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|
2020
Q3 | $86K | Hold |
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|
2020
Q2 | $84K | Hold |
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|
2020
Q1 | $71K | Hold |
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|
2019
Q4 | $104K | Buy |
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|
2019
Q3 | $99K | Sell |
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|
2019
Q2 | $96K | Buy |
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|
2019
Q1 | $95K | Hold |
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|
2018
Q4 | $81K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $69K | Hold |
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|
2018
Q1 | $67K | Hold |
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|
2017
Q4 | $74K | Hold |
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|
2017
Q3 | $74K | Hold |
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|
2017
Q2 | $71K | Hold |
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|
2017
Q1 | $77K | Hold |
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|
2016
Q4 | $74K | Sell |
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|
2016
Q3 | $87K | Buy |
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|
2016
Q2 | $75K | Hold |
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|
2016
Q1 | $68K | Hold |
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|
2015
Q4 | $56K | Hold |
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|
2015
Q3 | $51K | Hold |
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|
2015
Q2 | $48K | Hold |
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|
2015
Q1 | $56K | Hold |
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|
2014
Q4 | $52K | Hold |
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|
2014
Q3 | $44K | Hold |
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|
2014
Q2 | $48K | Hold |
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|
2014
Q1 | $44K | Hold |
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|
2013
Q4 | $41K | Hold |
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|
2013
Q3 | $43K | Hold |
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|
2013
Q2 | $46K | Buy |
|