N.E.W. Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.17M | Buy |
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|
2025
Q2 | $1.01M | Buy |
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|
2025
Q1 | $899K | Buy |
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|
2024
Q4 | $818K | Buy |
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|
2024
Q3 | $857K | Buy |
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|
2024
Q2 | $597K | Sell |
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|
2024
Q1 | $634K | Buy |
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|
2023
Q4 | $569K | Buy |
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|
2023
Q3 | $388K | Buy |
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|
2023
Q2 | $373K | Buy |
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|
2023
Q1 | $378K | Buy |
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|
2022
Q4 | $315K | Buy |
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|
2022
Q3 | $264K | Buy |
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|
2022
Q2 | $269K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $224K | Sell |
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|
2021
Q3 | $203K | Buy |
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|
2021
Q2 | $203K | Buy |
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|
2019
Q4 | $200K | Buy |
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