Trust Company of Toledo’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 | $99.1K | Buy |
+1,721
| New | +$99.1K | 0.01% | 338 |
|
|
2024
Q1 | – | Sell |
-6,521
| Closed | -$374K | – | 230 |
|
|
2023
Q4 | $374K | Sell |
6,521
-477
| -7% | -$27.4K | 0.06% | 172 |
|
|
2023
Q3 | $349K | Buy |
6,998
+2,878
| +70% | +$144K | 0.07% | 172 |
|
|
2023
Q2 | $246K | Sell |
4,120
-361
| -8% | -$21.6K | 0.04% | 182 |
|
|
2023
Q1 | $284K | Buy |
4,481
+150
| +3% | +$9.5K | 0.05% | 174 |
|
|
2022
Q4 | $275 | Hold |
4,331
| – | – | 0.05% | 165 |
|
|
2022
Q3 | $252K | Buy |
4,331
+361
| +9% | +$21K | 0.05% | 167 |
|
|
2022
Q2 | $271K | Buy |
3,970
+199
| +5% | +$13.6K | 0.05% | 170 |
|
|
2022
Q1 | $261K | Buy |
+3,771
| New | +$261K | 0.04% | 174 |
|