Sound View Wealth Advisors Group’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 | $448K | Buy |
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|
2025
Q1 | $435K | Buy |
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|
2024
Q4 | $359K | Buy |
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|
2024
Q3 | $417K | Buy |
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|
2024
Q2 | $203K | Buy |
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|
2024
Q1 | $203K | Sell |
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|
2023
Q4 | $235K | Sell |
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|
2023
Q3 | $210K | Buy |
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|
2023
Q2 | $225K | Buy |
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|
2023
Q1 | $231K | Sell |
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|
2022
Q4 | $235K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $212K | Buy |
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