Jones Financial Companies’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 | $56.1M | Buy |
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|
2025
Q1 | $43M | Buy |
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|
2024
Q4 | $26M | Buy |
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|
2024
Q3 | $16.7M | Buy |
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|
2024
Q2 | $5.31M | Buy |
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|
2024
Q1 | $775K | Buy |
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|
2023
Q4 | $329K | Buy |
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|
2023
Q3 | $196K | Sell |
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|
2023
Q2 | $273K | Buy |
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|
2023
Q1 | $271K | Buy |
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|
2022
Q4 | $260K | Sell |
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|
2022
Q3 | $247K | Sell |
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|
2022
Q2 | $314K | Buy |
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|
2022
Q1 | $299K | Buy |
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|
2021
Q4 | $251K | Buy |
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|
2021
Q3 | $176K | Sell |
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|
2021
Q2 | $182K | Buy |
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|
2021
Q1 | $62K | Sell |
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|
2020
Q4 | $73K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $478K | Sell |
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|
2014
Q3 | $491K | Sell |
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|
2014
Q2 | $646K | Buy |
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|
2014
Q1 | $562K | Sell |
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|
2013
Q4 | $1.29M | Sell |
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|
2013
Q3 | $1.38M | Sell |
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|
2013
Q2 | $1.62M | Buy |
|