Patriot Financial Group Insurance Agency’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $943K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $295K | Buy |
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|
2023
Q1 | $307K | Sell |
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|
2022
Q4 | $338K | Buy |
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|
2022
Q3 | $309K | Sell |
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|
2022
Q2 | $401K | Sell |
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|
2022
Q1 | $406K | Sell |
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|
2021
Q4 | $479K | Buy |
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|
2021
Q3 | $133K | Buy |
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|
2021
Q2 | $129K | Buy |
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|
2021
Q1 | $118K | Buy |
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|
2020
Q4 | $114K | Buy |
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|
2020
Q3 | $32K | Hold |
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|
2020
Q2 | $31K | Hold |
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|
2020
Q1 | $26K | Hold |
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|
2019
Q4 | $39K | Hold |
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|
2019
Q3 | $40K | Buy |
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|
2019
Q2 | $34K | Hold |
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|
2019
Q1 | $36K | Hold |
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|
2018
Q4 | $31K | Buy |
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|
2018
Q3 | $20K | Buy |
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|
2018
Q2 | $11K | Buy |
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|
2018
Q1 | $1K | Hold |
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|
2017
Q4 | $1K | Hold |
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|
2017
Q3 | $1K | Hold |
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|
2017
Q2 | $1K | Hold |
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|
2017
Q1 | $1K | Hold |
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|
2016
Q4 | $1K | Buy |
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