SOA Wealth 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 | $19.5K | Buy |
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|
2025
Q2 | $15.8K | Sell |
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|
2025
Q1 | $16.4K | Sell |
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|
2024
Q4 | $65.8K | Buy |
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|
2024
Q3 | $17.4K | Hold |
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|
2024
Q2 | $14.5K | Sell |
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|
2024
Q1 | $30.2K | Buy |
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|
2023
Q4 | $31.9K | Buy |
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|
2023
Q3 | $27.5K | Buy |
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|
2023
Q2 | $32.7K | Buy |
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|
2023
Q1 | $34.4K | Buy |
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|
2022
Q4 | $16.9K | Buy |
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|
2022
Q3 | $15K | Buy |
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|
2022
Q2 | $17K | Buy |
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|
2022
Q1 | $17K | Buy |
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|
2021
Q4 | $18K | Sell |
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|
2021
Q3 | $16K | Buy |
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|
2021
Q2 | $16K | Hold |
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|
2021
Q1 | $15K | Sell |
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|
2020
Q4 | $16K | Buy |
|