United Asset Strategies’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 | $8.12M | Buy |
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|
2025
Q2 | $7.36M | Buy |
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|
2025
Q1 | $7.15M | Buy |
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|
2024
Q4 | $6.04M | Buy |
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|
2024
Q3 | $6.87M | Buy |
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|
2024
Q2 | $5.49M | Buy |
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|
2024
Q1 | $5.08M | Buy |
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|
2023
Q4 | $4.73M | Buy |
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|
2023
Q3 | $3.68M | Buy |
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|
2023
Q2 | $503K | Buy |
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|
2023
Q1 | $514K | Sell |
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|
2022
Q4 | $628K | Buy |
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|
2022
Q3 | $541K | Buy |
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