Transcend Capital Advisors’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
Sell
2025
Q1
$201K Buy
2024
Q4
Sell
2024
Q3
$359K Sell
2024
Q2
$299K Buy
2024
Q1
$299K Buy
2023
Q4
$311K Buy
2023
Q3
$263K Buy
2023
Q2
$292K Buy
2023
Q1
$305K Sell
2022
Q4
$341K Buy
2022
Q3
$277K Buy
2022
Q2
$318K Buy
2022
Q1
$318K Sell
2021
Q4
$425K Buy
2021
Q3
$289K Buy
2021
Q2
$258K Sell
2021
Q1
$1.03M Buy
2020
Q4
$934K Buy