OneDigital 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 | $684K | Buy |
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|
2025
Q2 | $514K | Buy |
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|
2025
Q1 | $485K | Sell |
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|
2024
Q4 | $632K | Sell |
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|
2024
Q3 | $892K | Buy |
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|
2024
Q2 | $546K | Buy |
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|
2024
Q1 | $553K | Buy |
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|
2023
Q4 | $397K | Sell |
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|
2023
Q3 | $361K | Sell |
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|
2023
Q2 | $696K | Buy |
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|
2023
Q1 | $722K | Buy |
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|
2022
Q4 | $690K | Sell |
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|
2022
Q3 | $684K | Buy |
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|
2022
Q2 | $708K | Buy |
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|
2022
Q1 | $411K | Buy |
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|
2021
Q4 | $287K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $245K | Buy |
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|
2020
Q4 | $236K | Sell |
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|
2020
Q3 | $233K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $210K | Sell |
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|
2019
Q3 | $224K | Buy |
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|
2019
Q2 | $26K | Hold |
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|
2019
Q1 | $27K | Hold |
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|
2018
Q4 | $23K | Sell |
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|
2018
Q3 | $52K | Buy |
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|
2018
Q2 | $31K | Buy |
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|
2018
Q1 | $27K | Sell |
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|
2017
Q4 | $37K | Buy |
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|
2017
Q3 | $21K | Sell |
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|
2017
Q2 | $28K | Buy |
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