Valeo Financial 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
Q3 | $515K | Buy |
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|
2025
Q2 | $483K | Buy |
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|
2025
Q1 | $398K | Sell |
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|
2024
Q4 | $412K | Buy |
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|
2024
Q3 | $478K | Sell |
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|
2024
Q2 | $416K | Sell |
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|
2024
Q1 | $486K | Sell |
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|
2023
Q4 | $551K | Buy |
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|
2023
Q3 | $297K | Buy |
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|
2023
Q2 | $279K | Buy |
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|
2023
Q1 | $235K | Sell |
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|
2022
Q4 | $278K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $253K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $111K | Buy |
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|
2020
Q4 | $107K | Buy |
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|
2020
Q3 | $104K | Sell |
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|
2020
Q2 | $187K | Buy |
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|
2020
Q1 | $81K | Buy |
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|
2019
Q4 | $25K | Hold |
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|
2019
Q3 | $26K | Sell |
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|
2019
Q2 | $30K | Hold |
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|
2019
Q1 | $32K | Sell |
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|
2018
Q4 | $60K | Sell |
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|
2018
Q3 | $312K | Buy |
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|
2018
Q2 | $263K | Buy |
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|
2018
Q1 | $232K | Buy |
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|
2017
Q4 | $188K | Buy |
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