Montag & Associates’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 | $157K | Hold |
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|
2025
Q2 | $149K | Hold |
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|
2025
Q1 | $150K | Hold |
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|
2024
Q4 | $138K | Sell |
|
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|
2024
Q3 | $227K | Hold |
|
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|
2024
Q2 | $189K | Hold |
|
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|
2024
Q1 | $195K | Sell |
|
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|
2023
Q4 | $308K | Buy |
|
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|
2023
Q3 | $225K | Buy |
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|
2023
Q2 | $224K | Buy |
|
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|
2023
Q1 | $238K | Buy |
|
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|
2022
Q4 | $229K | Hold |
|
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|
2022
Q3 | $210K | Hold |
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|
2022
Q2 | $246K | Hold |
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|
2022
Q1 | $249K | Hold |
|
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|
2021
Q4 | $257K | Sell |
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|
2021
Q3 | $234K | Hold |
|
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|
2021
Q2 | $241K | Hold |
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|
2021
Q1 | $229K | Buy |
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|
2020
Q4 | $161K | Buy |
|