Vance Wealth’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 | $324K | Hold |
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|
2025
Q1 | $326K | Hold |
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|
2024
Q4 | $300K | Hold |
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|
2024
Q3 | $357K | Sell |
|
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|
2024
Q2 | $297K | Buy |
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|
2024
Q1 | $304K | Hold |
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|
2023
Q4 | $323K | Hold |
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|
2023
Q3 | $281K | Buy |
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|
2023
Q2 | $334K | Buy |
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|
2023
Q1 | $352K | Buy |
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|
2022
Q4 | $348K | Buy |
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|
2022
Q3 | $317K | Buy |
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|
2022
Q2 | $369K | Buy |
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|
2022
Q1 | $371K | Buy |
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|
2021
Q4 | $381K | Buy |
|