Morningstar Investment Services’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $315K | Buy |
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|
2024
Q2 | $241K | Buy |
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|
2024
Q1 | $212K | Sell |
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|
2023
Q4 | $309K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $284K | Sell |
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|
2018
Q4 | $46.7M | Sell |
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|
2018
Q3 | $45.9M | Sell |
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|
2018
Q2 | $46.8M | Sell |
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|
2018
Q1 | $52.9M | Sell |
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|
2017
Q4 | $69.7M | Sell |
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|
2017
Q3 | $75.1M | Sell |
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|
2017
Q2 | $75.1M | Buy |
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|
2017
Q1 | $78.9M | Buy |
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|
2016
Q4 | $75.6M | Buy |
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|
2016
Q3 | $84.2M | Buy |
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|
2016
Q2 | $76M | Buy |
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|
2016
Q1 | $65.8M | Buy |
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|
2015
Q4 | $48.2M | Buy |
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|
2015
Q3 | $41.3M | Buy |
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|
2015
Q2 | $37.7M | Buy |
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|
2015
Q1 | $37.7M | Buy |
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|
2014
Q4 | $31.1M | Buy |
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|
2014
Q3 | $24.6M | Buy |
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|
2014
Q2 | $24.9M | Buy |
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|
2014
Q1 | $17.8M | Buy |
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|
2013
Q4 | $15.3M | Buy |
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|
2013
Q3 | $12.3M | Buy |
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|
2013
Q2 | $10.6M | Buy |
|