A detailed history of Concord Wealth Partners transactions in Realty Income Corp stock. As of the latest transaction made, Concord Wealth Partners holds 190 shares of O stock, worth $10,723. This represents 0.0% of its overall portfolio holdings.

Number of Shares
190
Previous 628 69.75%
Holding current value
$10,723
Previous $39,000 74.36%
% of portfolio
0.0%
Previous 0.01%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025

SELL
$51.76 - $64.71 $22,670 - $28,342
-438 Reduced 69.75%
190 $10,000
Q3 2024

Oct 24, 2024

BUY
$52.36 - $63.42 $5,236 - $6,342
100 Added 18.94%
628 $39,000
Q2 2024

Jul 31, 2024

SELL
$50.8 - $55.45 $35,560 - $38,815
-700 Reduced 57.0%
528 $27,000
Q1 2024

Apr 30, 2024

BUY
$51.39 - $59.48 $35,973 - $41,636
700 Added 132.58%
1,228 $66,000
Q4 2023

Apr 30, 2024

SELL
$46.22 - $58.58 $11,739 - $14,879
-254 Reduced 32.48%
528 $30,000
Q4 2023

Feb 05, 2024

SELL
$46.22 - $58.58 $11,739 - $14,879
-254 Reduced 32.48%
528 $30,000
Q3 2023

Apr 30, 2024

BUY
$49.62 - $63.75 $12,603 - $16,192
254 Added 48.11%
782 $39,000
Q3 2023

Oct 25, 2023

SELL
$49.62 - $63.75 $6,946 - $8,925
-140 Reduced 15.18%
782 $39,000
Q2 2023

Aug 07, 2023

BUY
$58.44 - $62.95 $14,843 - $15,989
254 Added 38.02%
922 $55,000
Q1 2023

Apr 26, 2023

SELL
$59.27 - $68.3 $49,312 - $56,825
-832 Reduced 55.47%
668 $42,000
Q4 2022

Jan 27, 2023

BUY
$55.54 - $65.37 $83,310 - $98,055
1,500 New
1,500 $95,000
Q2 2022

Aug 04, 2022

BUY
$62.79 - $74.93 $5,274 - $6,294
84 Added 6.91%
1,300 $89,000
Q1 2022

Apr 20, 2022

SELL
$64.67 - $72.25 $129 - $144
-2 Reduced 0.16%
1,216 $84,000
Q4 2021

Jan 21, 2022

BUY
$63.81 - $71.97 $47,729 - $53,833
748 Added 159.15%
1,218 $87,000
Q3 2021

Nov 09, 2021

SELL
$62.85 - $70.43 $35,321 - $39,581
-562 Reduced 54.46%
470 $30,000
Q2 2021

Jul 29, 2021

SELL
$62.7 - $68.88 $188 - $206
-3 Reduced 0.29%
1,032 $69,000
Q1 2021

May 13, 2021

BUY
$55.99 - $62.23 $40,592 - $45,116
725 Added 233.87%
1,035 $66,000
Q4 2020

Feb 16, 2021

BUY
$56.02 - $62.66 $17,366 - $19,424
310 New
310 $19,000

Others Institutions Holding O

About REALTY INCOME CORP


  • Ticker O
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Retail
  • Shares Outstandng 617,577,024
  • Market Cap $34.9B
  • Description
  • Realty Income, The Monthly Dividend Company, is an S&P 500 company dedicated to providing stockholders with dependable monthly income. The company is structured as a REIT, and its monthly dividends are supported by the cash flow from over 6,500 real estate properties owned under long-term lease agreements with our commercial clients. To date...
More about O
Track This Portfolio

Track Concord Wealth Partners Portfolio

Follow Concord Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concord Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Concord Wealth Partners with notifications on news.