Prosperity Planning’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 | $1.48M | Hold |
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|
2025
Q2 | $1.4M | Buy |
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|
2025
Q1 | $1.18M | Hold |
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|
2024
Q4 | $1.08M | Hold |
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|
2024
Q3 | $1.29M | Hold |
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|
2024
Q2 | $1.07M | Buy |
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|
2024
Q1 | $880K | Hold |
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|
2023
Q4 | $934K | Buy |
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|
2023
Q3 | $799K | Hold |
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|
2023
Q2 | $957K | Buy |
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|
2023
Q1 | $760K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $698K | Buy |
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|
2022
Q2 | $819K | Hold |
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|
2022
Q1 | $554K | Hold |
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|
2021
Q4 | $573K | Sell |
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|
2021
Q3 | $519K | Buy |
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|
2021
Q2 | $445K | Buy |
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|
2021
Q1 | $254K | Hold |
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|
2020
Q4 | $249K | Buy |
|