SS&H Financial 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 | $349K | Sell |
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|
2025
Q2 | $332K | Sell |
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|
2025
Q1 | $341K | Buy |
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|
2024
Q4 | $314K | Buy |
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|
2024
Q3 | $320K | Hold |
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|
2024
Q2 | $267K | Hold |
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|
2024
Q1 | $273K | Hold |
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|
2023
Q4 | $290K | Hold |
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|
2023
Q3 | $252K | Buy |
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|
2023
Q1 | $393K | Sell |
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|
2022
Q4 | $457K | Hold |
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|
2022
Q3 | $419K | Hold |
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|
2022
Q2 | $491K | Sell |
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|
2022
Q1 | $568K | Buy |
|