LA
Legacy Advisors’s Realty Income O Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,773
| Closed | -$277K | – | 286 |
|
|
2025
Q1 | $277K | Buy |
4,773
+264
| +6% | +$15.3K | 0.03% | 346 |
|
|
2024
Q4 | $241K | Sell |
4,509
-22
| -0.5% | -$1.18K | 0.02% | 349 |
|
|
2024
Q3 | $287K | Buy |
+4,531
| New | +$287K | 0.03% | 303 |
|
|
2019
Q2 | – | Sell |
-1,000
| Closed | -$74K | – | 410 |
|
|
2019
Q1 | $74K | Buy |
+1,000
| New | +$74K | 0.02% | 185 |
|
|
2017
Q4 | – | Sell |
-30
| Closed | -$1K | – | 407 |
|
|
2017
Q3 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 346 |
|