Strategic Wealth Partners’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 | $103K | Hold |
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|
2025
Q2 | $97.9K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $262K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $42 | Buy |
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|
2019
Q2 | $38K | Buy |
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|
2019
Q1 | $40K | Buy |
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|
2018
Q4 | $23K | Buy |
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|
2018
Q3 | $19K | Sell |
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|
2018
Q2 | $27K | Sell |
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|
2018
Q1 | $814K | Sell |
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|
2017
Q4 | $1.45M | Buy |
|