Moneta Group Investment 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 | $548K | Sell |
|
|||||
|
2025
Q2 | $554K | Buy |
|
|||||
|
2025
Q1 | $550K | Sell |
|
|||||
|
2024
Q4 | $555K | Sell |
|
|||||
|
2024
Q3 | $696K | Buy |
|
|||||
|
2024
Q2 | $563K | Buy |
|
|||||
|
2024
Q1 | $539K | Sell |
|
|||||
|
2023
Q4 | $596K | Buy |
|
|||||
|
2023
Q3 | $450K | Buy |
|
|||||
|
2023
Q2 | $478K | Sell |
|
|||||
|
2023
Q1 | $569K | Buy |
|
|||||
|
2022
Q4 | $524K | Sell |
|
|||||
|
2022
Q3 | $500K | Sell |
|
|||||
|
2022
Q2 | $638K | Buy |
|
|||||
|
2022
Q1 | $559K | Buy |
|
|||||
|
2021
Q4 | $397K | Buy |
|
|||||
|
2021
Q3 | $297K | Sell |
|
|||||
|
2021
Q2 | $321K | Sell |
|
|||||
|
2021
Q1 | $321K | Buy |
|
|||||
|
2020
Q4 | $299K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $18K | Buy |
|
|||||
|
2019
Q3 | $18K | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $57K | Buy |
|
|||||
|
2017
Q4 | $0 | Buy |
|