Kozak & Associates’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 | $2.95K | Sell |
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|
2025
Q2 | $13.1K | Buy |
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|
2025
Q1 | $12.8K | Buy |
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|
2024
Q4 | $12K | Buy |
|
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|
2024
Q3 | $3.32K | Hold |
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|
2024
Q2 | $2.71K | Hold |
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|
2024
Q1 | $2.85K | Buy |
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|
2023
Q4 | $91 | Sell |
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|
2023
Q3 | $12.3K | Buy |
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|
2023
Q2 | $14.6K | Buy |
|
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|
2023
Q1 | $15.1K | Buy |
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|
2022
Q4 | $15K | Buy |
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|
2022
Q3 | $14K | Buy |
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|
2022
Q2 | $16K | Buy |
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|
2022
Q1 | $15K | Hold |
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|
2021
Q4 | $15K | Sell |
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|
2021
Q3 | $16K | Buy |
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