Regal 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
Q2 | $418K | Sell |
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|
2025
Q1 | $448K | Sell |
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|
2024
Q4 | $422K | Sell |
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|
2024
Q3 | $719K | Buy |
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|
2024
Q2 | $339K | Buy |
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|
2024
Q1 | $227K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $260K | Buy |
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|
2021
Q4 | $269K | Buy |
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|
2021
Q3 | $231K | Buy |
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|
2021
Q2 | $238K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $356K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $253K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $314K | Hold |
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|
2019
Q3 | $327K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $142K | Hold |
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|
2015
Q2 | $133K | Sell |
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|
2015
Q1 | $172K | Sell |
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|
2014
Q4 | $187K | Sell |
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|
2014
Q3 | $518K | Sell |
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|
2014
Q2 | $573K | Sell |
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|
2014
Q1 | $548K | Sell |
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|
2013
Q4 | $523K | Buy |
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|
2013
Q3 | $525K | Sell |
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|
2013
Q2 | $621K | Buy |
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