WFA of San Diego’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 | $466K | Buy |
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|
2024
Q3 | $595K | Sell |
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|
2024
Q2 | $513K | Buy |
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|
2023
Q3 | $562K | Sell |
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|
2023
Q2 | $700K | Sell |
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|
2023
Q1 | $843K | Sell |
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|
2022
Q4 | $1.05M | Sell |
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|
2022
Q3 | $986K | Sell |
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|
2022
Q2 | $1.17M | Sell |
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|
2022
Q1 | $1.31M | Sell |
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|
2021
Q4 | $1.37M | Sell |
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|
2021
Q3 | $1.28M | Sell |
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|
2021
Q2 | $1.35M | Sell |
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|
2021
Q1 | $1.31M | Sell |
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|
2020
Q4 | $62 | Sell |
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|
2020
Q3 | $1.43M | Sell |
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|
2020
Q2 | $1.47M | Buy |
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