M Holdings Securities’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 | $982K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.1M | Sell |
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|
2023
Q3 | $1.04M | Buy |
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|
2023
Q2 | – | Sell |
|
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|
2023
Q1 | $1.67M | Sell |
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|
2022
Q4 | $3.05M | Sell |
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|
2022
Q3 | $2.83M | Sell |
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|
2022
Q2 | $3.33M | Sell |
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|
2022
Q1 | $3.4M | Buy |
|
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|
2021
Q2 | $3.22M | Buy |
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|
2021
Q1 | $2.84M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $49K | Buy |
|