WhitTier Trust Company’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 | $306K | Hold |
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|
2025
Q2 | $292K | Hold |
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|
2025
Q1 | $294K | Buy |
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|
2024
Q4 | $269K | Sell |
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|
2024
Q3 | $329K | Hold |
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|
2024
Q2 | $274K | Sell |
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|
2024
Q1 | $311K | Sell |
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|
2023
Q4 | $384K | Sell |
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|
2023
Q3 | $359K | Sell |
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|
2023
Q2 | $434K | Buy |
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|
2023
Q1 | $396K | Buy |
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|
2022
Q4 | $390K | Buy |
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|
2022
Q3 | $356K | Sell |
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|
2022
Q2 | $420K | Hold |
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|
2022
Q1 | $426K | Hold |
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|
2021
Q4 | $440K | Sell |
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|
2021
Q3 | $399K | Buy |
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|
2021
Q2 | $409K | Sell |
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|
2021
Q1 | $419K | Hold |
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|
2020
Q4 | $410K | Hold |
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|
2020
Q3 | $402K | Sell |
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|
2020
Q2 | $405K | Buy |
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|
2020
Q1 | $334K | Sell |
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|
2019
Q4 | $515K | Hold |
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|
2019
Q3 | $537K | Sell |
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|
2019
Q2 | $485K | Hold |
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|
2019
Q1 | $518K | Hold |
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|
2018
Q4 | $444K | Buy |
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|
2018
Q3 | $398K | Sell |
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|
2018
Q2 | $381K | Hold |
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|
2018
Q1 | $367K | Buy |
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|
2017
Q4 | $262K | Sell |
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|
2017
Q3 | $269K | Sell |
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|
2017
Q2 | $262K | Sell |
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|
2017
Q1 | $307K | Sell |
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|
2016
Q4 | $310K | Sell |
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|
2016
Q3 | $365K | Sell |
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|
2016
Q2 | $396K | Sell |
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|
2016
Q1 | $376K | Hold |
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|
2015
Q4 | $310K | Hold |
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|
2015
Q3 | $284K | Sell |
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|
2015
Q2 | $278K | Hold |
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|
2015
Q1 | $322K | Hold |
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|
2014
Q4 | $298K | Hold |
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|
2014
Q3 | $255K | Hold |
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|
2014
Q2 | $278K | Sell |
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|
2014
Q1 | $261K | Buy |
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|
2013
Q4 | $219K | Sell |
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|
2013
Q3 | $267K | Buy |
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|
2013
Q2 | $246K | Buy |
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