Marcum Wealth’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
Q1 | $302K | Buy |
|
|||||
|
2024
Q4 | $258K | Sell |
|
|||||
|
2024
Q3 | $384K | Buy |
|
|||||
|
2024
Q2 | $293K | Buy |
|
|||||
|
2024
Q1 | $223K | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $203K | Sell |
|
|||||
|
2023
Q2 | $262K | Buy |
|
|||||
|
2023
Q1 | $277K | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $229K | Buy |
|
|||||
|
2022
Q2 | $207K | Buy |
|