Systematic Financial 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 | $547 | Hold |
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|
2025
Q2 | $518 | Hold |
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|
2025
Q1 | $522 | Sell |
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|
2024
Q4 | $1.63K | Hold |
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|
2024
Q3 | $1.94K | Sell |
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|
2024
Q2 | $1.06M | Sell |
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|
2024
Q1 | $8.96M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $254K | Hold |
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|
2017
Q3 | $254K | Hold |
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|
2017
Q2 | $246K | Buy |
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|
2017
Q1 | $110K | Sell |
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|
2016
Q4 | $383K | Sell |
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|
2016
Q3 | $469K | Buy |
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|
2016
Q2 | $482K | Buy |
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|
2016
Q1 | $304K | Buy |
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|
2015
Q4 | $240K | Buy |
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|
2015
Q3 | $215K | Buy |
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|
2015
Q2 | $194K | Sell |
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|
2015
Q1 | $228K | Sell |
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|
2014
Q4 | $218K | Sell |
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|
2014
Q3 | $201K | Sell |
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|
2014
Q2 | $226K | Buy |
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|
2014
Q1 | $199K | Buy |
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|
2013
Q4 | $172K | Sell |
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|
2013
Q3 | $186K | Buy |
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|
2013
Q2 | $178K | Buy |
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