OHWA
Oak Hill Wealth Advisors’s Realty Income O Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $607K | Buy |
10,550
+293
| +3% | +$16.8K | 0.13% | 87 |
|
|
2025
Q1 | $595K | Sell |
10,257
-373
| -4% | -$21.6K | 0.14% | 77 |
|
|
2024
Q4 | $568K | Buy |
+10,630
| New | +$568K | 0.14% | 76 |
|
|
2024
Q3 | – | Sell |
-14,183
| Closed | -$749K | – | 75 |
|
|
2024
Q2 | $749K | Buy |
+14,183
| New | +$749K | 0.23% | 48 |
|
|
2024
Q1 | – | Sell |
-13,957
| Closed | -$801K | – | 68 |
|
|
2023
Q4 | $801K | Sell |
13,957
-405
| -3% | -$23.3K | 0.28% | 44 |
|
|
2023
Q3 | $717K | Buy |
14,362
+764
| +6% | +$38.2K | 0.28% | 44 |
|
|
2023
Q2 | $813K | Buy |
13,598
+334
| +3% | +$20K | 0.3% | 42 |
|
|
2023
Q1 | $840K | Sell |
13,264
-119
| -0.9% | -$7.54K | 0.33% | 44 |
|
|
2022
Q4 | $849K | Buy |
+13,383
| New | +$849K | 0.35% | 44 |
|