Toth Financial Advisory’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $189K | Sell |
3,050
-52
| -2% | -$3.24K | 0.02% | 233 |
|
|
2026
Q1 | $190K | Hold |
3,102
| – | – | 0.02% | 223 |
|
|
2025
Q4 | $175K | Buy |
3,102
+2
| +0.1% | +$116 | 0.02% | 228 |
|
|
2025
Q3 | $188K | Hold |
3,100
| – | – | 0.02% | 222 |
|
|
2025
Q2 | $179K | Hold |
3,100
| – | – | 0.02% | 214 |
|
|
2025
Q1 | $180K | Buy |
3,100
+29
| +0.9% | +$1.6K | 0.02% | 210 |
|
|
2024
Q4 | $164K | Buy |
3,071
+904
| +42% | +$52.6K | 0.02% | 207 |
|
|
2024
Q3 | $137K | Buy |
2,167
+82
| +4% | +$4.88K | 0.02% | 216 |
|
|
2024
Q2 | $110K | Buy |
2,085
+20
| +1% | +$1.07K | 0.01% | 230 |
|
|
2024
Q1 | $112K | Buy |
2,065
+994
| +93% | +$53.8K | 0.01% | 229 |
|
|
2023
Q4 | $61.5K | Hold |
1,071
| – | – | 0.01% | 274 |
|
|
2023
Q3 | $53.5K | Hold |
1,071
| – | – | 0.01% | 263 |
|
|
2023
Q2 | $64K | Hold |
1,071
| – | – | 0.01% | 253 |
|
|
2023
Q1 | $67.8K | Hold |
1,071
| – | – | 0.01% | 251 |
|
|
2022
Q4 | $67.9K | Sell |
1,071
-57
| -5% | -$3.54K | 0.01% | 252 |
|
|
2022
Q3 | $66K | Hold |
1,128
| – | – | 0.01% | 248 |
|
|
2022
Q2 | $77K | Buy |
1,128
+57
| +5% | +$3.92K | 0.01% | 236 |
|
|
2022
Q1 | $74K | Hold |
1,071
| – | – | 0.01% | 254 |
|
|
2021
Q4 | $77K | Sell |
1,071
-34
| -3% | -$2.34K | 0.01% | 263 |
|
|
2021
Q3 | $69K | Buy |
1,105
+73
| +7% | +$4.93K | 0.01% | 272 |
|
|
2021
Q2 | $67K | Hold |
1,032
| – | – | 0.01% | 257 |
|
|
2021
Q1 | $64K | Sell |
1,032
-206
| -17% | -$12.2K | 0.01% | 269 |
|
|
2020
Q4 | $75K | Hold |
1,238
| – | – | 0.01% | 231 |
|
|
2020
Q3 | $73K | Hold |
1,238
| – | – | 0.01% | 221 |
|
|
2020
Q2 | $71K | Hold |
1,238
| – | – | 0.02% | 205 |
|
|
2020
Q1 | $60K | Hold |
1,238
| – | – | 0.02% | 171 |
|
|
2019
Q4 | $88K | Hold |
1,238
| – | – | 0.02% | 183 |
|
|
2019
Q3 | $92K | Hold |
1,238
| – | – | 0.02% | 195 |
|
|
2019
Q2 | $83K | Hold |
1,238
| – | – | 0.02% | 195 |
|
|
2019
Q1 | $88K | Hold |
1,238
| – | – | 0.02% | 179 |
|
|
2018
Q4 | $76K | Hold |
1,238
| – | – | 0.02% | 163 |
|
|
2018
Q3 | $68K | Hold |
1,238
| – | – | 0.02% | 194 |
|
|
2018
Q2 | $65K | Hold |
1,238
| – | – | 0.02% | 197 |
|
|
2018
Q1 | $62K | Hold |
1,238
| – | – | 0.02% | 201 |
|
|
2017
Q4 | $68K | Buy |
+1,238
| New | +$67.2K | 0.02% | 195 |
|
Other funds holding O
Toth Financial Advisory's O Position: Q2 2026 in Review
Toth Financial Advisory reduced its Realty Income (O) stake by 1.7% in Q2 2026, selling an estimated $3.24K and leaving 3,050 shares worth $189K. The position accounts for 0.02% of the portfolio, ranked #233.
Toth Financial Advisory first reported a position in O in Q4 2017 and has held it in 35 quarters since. The position peaked at $190K in Q1 2026. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.
- Toth Financial Advisory held 3,050 shares of Realty Income worth $189K as of Q2 2026.
- Toth Financial Advisory sold 52 Realty Income shares in Q2 2026, an estimated $3.24K.
- Realty Income made up 0.02% of Toth Financial Advisory's portfolio in Q2 2026, its #233 holding.
- Toth Financial Advisory first reported a position in Realty Income in Q4 2017 and has held it in 35 quarters since.
- Toth Financial Advisory's Realty Income position peaked at $190K in Q1 2026.
- 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.
Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.