Trueblood Wealth Management’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $453K | Hold |
7,867
| – | – | 0.19% | 153 |
|
|
2025
Q1 | $456K | Buy |
7,867
+87
| +1% | +$5.05K | 0.21% | 138 |
|
|
2024
Q4 | $416K | Buy |
7,780
+296
| +4% | +$15.8K | 0.2% | 152 |
|
|
2024
Q3 | $475K | Buy |
7,484
+251
| +3% | +$15.9K | 0.24% | 128 |
|
|
2024
Q2 | $382K | Hold |
7,233
| – | – | 0.22% | 136 |
|
|
2024
Q1 | $391K | Hold |
7,233
| – | – | 0.22% | 129 |
|
|
2023
Q4 | $415K | Buy |
+7,233
| New | +$415K | 0.26% | 116 |
|