Sovereign Financial 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
Q3 | $336K | Buy |
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|
2025
Q2 | $305K | Buy |
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|
2025
Q1 | $303K | Buy |
|
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|
2024
Q4 | $278K | Buy |
|
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|
2024
Q3 | $277K | Sell |
|
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|
2024
Q2 | $238K | Buy |
|
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|
2024
Q1 | $242K | Buy |
|
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|
2023
Q4 | $250K | Sell |
|
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|
2023
Q3 | $218K | Buy |
|
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|
2023
Q2 | $259K | Buy |
|
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|
2023
Q1 | $273K | Sell |
|
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|
2022
Q4 | $276K | Buy |
|
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|
2022
Q3 | $250K | Sell |
|
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|
2022
Q2 | $298K | Buy |
|
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|
2022
Q1 | $300K | Sell |
|
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|
2021
Q4 | $316K | Buy |
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|
2021
Q3 | $272K | Buy |
|
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|
2021
Q2 | $265K | Hold |
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|
2021
Q1 | $265K | Buy |
|
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|
2020
Q4 | $259K | Buy |
|