Legacy 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 | $278K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $854K | Buy |
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|
2024
Q4 | $767K | Buy |
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|
2024
Q3 | $811K | Sell |
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|
2024
Q2 | $678K | Buy |
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|
2024
Q1 | $683K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $8K | Hold |
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|
2018
Q4 | $7K | Buy |
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|
2018
Q3 | $0 | Hold |
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|
2018
Q2 | $0 | Hold |
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|
2018
Q1 | $0 | Hold |
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|
2017
Q4 | $0 | Buy |
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