PFA
Pathway Financial Advisers’s Realty Income O Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.44M | Buy |
94,492
+2,466
| +3% | +$142K | 1.76% | 10 |
|
|
2025
Q1 | $5.34M | Buy |
92,026
+2,708
| +3% | +$157K | 1.83% | 10 |
|
|
2024
Q4 | $4.77M | Buy |
89,318
+1,290
| +1% | +$68.9K | 1.6% | 14 |
|
|
2024
Q3 | $5.58M | Buy |
88,028
+3,146
| +4% | +$200K | 2.53% | 7 |
|
|
2024
Q2 | $4.47M | Buy |
84,882
+1,291
| +2% | +$68.1K | 1.6% | 12 |
|
|
2024
Q1 | $4.52M | Buy |
83,591
+3,984
| +5% | +$216K | 1.63% | 10 |
|
|
2023
Q4 | $4.57M | Buy |
79,607
+1,905
| +2% | +$109K | 1.74% | 10 |
|
|
2023
Q3 | $3.88M | Buy |
+77,702
| New | +$3.88M | 1.6% | 12 |
|
|
2023
Q1 | $4.58M | Buy |
72,264
+3,003
| +4% | +$190K | 1.84% | 9 |
|
|
2022
Q4 | $4.39M | Buy |
+69,261
| New | +$4.39M | 1.78% | 10 |
|