Spire Wealth Management’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 | $378K | Buy |
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|
2025
Q2 | $260K | Buy |
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|
2025
Q1 | $260K | Buy |
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|
2024
Q4 | $213K | Sell |
|
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|
2024
Q3 | $446K | Buy |
|
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|
2024
Q2 | $356K | Sell |
|
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|
2024
Q1 | $420K | Buy |
|
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|
2023
Q4 | $346K | Sell |
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|
2023
Q3 | $436K | Sell |
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|
2023
Q2 | $660K | Buy |
|
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|
2023
Q1 | $677K | Buy |
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|
2022
Q4 | $649K | Buy |
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|
2022
Q3 | $271K | Sell |
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|
2022
Q2 | $1.25M | Sell |
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|
2022
Q1 | $1.32M | Buy |
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|
2021
Q4 | $1.24M | Buy |
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|
2021
Q3 | $844K | Buy |
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|
2021
Q2 | $865K | Buy |
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|
2021
Q1 | $657K | Buy |
|