Synergy Asset 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
Q2
$3.74M Sell
2025
Q1
$6.43M Sell
2024
Q4
$8.56M Buy
2024
Q3
$4.12M Sell
2024
Q2
$4.83M Buy
2023
Q2
Sell
2023
Q1
$2.45M Buy
2022
Q4
$2.4M Buy
2022
Q3
$2.14M Sell
2022
Q2
$2.98M Sell
2022
Q1
$3.47M Buy
2021
Q4
$2.83M Buy
2021
Q3
$1.88M Buy