Sterling Financial Planning’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 | $778K | Buy |
|
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|
2025
Q2 | $736K | Buy |
|
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|
2025
Q1 | $740K | Buy |
|
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|
2024
Q4 | $506K | Hold |
|
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|
2024
Q3 | $601K | Hold |
|
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|
2024
Q2 | $501K | Hold |
|
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|
2024
Q1 | $513K | Buy |
|
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|
2023
Q4 | $452K | Buy |
|
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|
2023
Q3 | $393K | Sell |
|
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|
2023
Q2 | $485K | Buy |
|
|||||
|
2023
Q1 | $513K | Sell |
|
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|
2022
Q4 | $566K | Buy |
|
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|
2022
Q3 | $519K | Sell |
|
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|
2022
Q2 | $640K | Sell |
|
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|
2022
Q1 | $660K | Buy |
|
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|
2021
Q4 | $682K | Buy |
|
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|
2021
Q3 | $559K | Sell |
|
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|
2021
Q2 | $616K | Sell |
|
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|
2021
Q1 | $591K | Buy |
|
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|
2020
Q4 | $578K | Buy |
|