Whitney & Co’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 | $320K | Hold |
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|
2025
Q1 | $322K | Sell |
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|
2024
Q4 | $307K | Sell |
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|
2024
Q3 | $430K | Buy |
|
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|
2024
Q2 | $357K | Sell |
|
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|
2024
Q1 | $376K | Buy |
|
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|
2023
Q4 | $353K | Sell |
|
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|
2023
Q3 | $337K | Hold |
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|
2023
Q2 | $404K | Hold |
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|
2023
Q1 | $427K | Hold |
|
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|
2022
Q4 | $428K | Sell |
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|
2022
Q3 | $417K | Sell |
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|
2022
Q2 | $500K | Buy |
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|
2022
Q1 | $476K | Buy |
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|
2021
Q4 | $429K | Buy |
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|
2021
Q3 | $352K | Buy |
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|
2021
Q2 | $355K | Buy |
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|
2021
Q1 | $318K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $360K | Sell |
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|
2018
Q3 | $349K | Sell |
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|
2018
Q2 | $355K | Sell |
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|
2018
Q1 | $393K | Buy |
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|
2017
Q4 | $411K | Sell |
|
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|
2017
Q3 | $414K | Hold |
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|
2017
Q2 | $414K | Buy |
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|
2017
Q1 | $277K | Buy |
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|
2016
Q4 | $244K | Buy |
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|
2016
Q3 | $264K | Buy |
|