A detailed history of Heritage Wealth Advisors transactions in Realty Income Corp stock. As of the latest transaction made, Heritage Wealth Advisors holds 58 shares of O stock, worth $3,040. This represents 0.0% of its overall portfolio holdings.

Number of Shares
58
Previous 1,291 95.51%
Holding current value
$3,040
Previous $74,000 95.95%
% of portfolio
0.0%
Previous 0.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024

SELL
$51.39 - $59.48 $63,363 - $73,338
-1,233 Reduced 95.51%
58 $3,000
Q4 2023

Feb 09, 2024

BUY
$46.22 - $58.58 $2,819 - $3,573
61 Added 4.96%
1,291 $74,000
Q3 2023

Nov 08, 2023

SELL
$49.62 - $63.75 $8,435 - $10,837
-170 Reduced 12.14%
1,230 $61,000
Q2 2023

Aug 09, 2023

BUY
$58.44 - $62.95 $8,766 - $9,442
150 Added 12.0%
1,400 $83,000
Q2 2022

Aug 04, 2022

BUY
$62.79 - $74.93 $6,279 - $7,493
100 Added 8.7%
1,250 $85,000
Q4 2021

Feb 02, 2022

BUY
$63.81 - $71.97 $6,381 - $7,197
100 Added 9.52%
1,150 $82,000
Q3 2021

Nov 02, 2021

BUY
$62.85 - $70.43 $6,285 - $7,043
100 Added 10.53%
1,050 $65,000
Q2 2021

Aug 09, 2021

BUY
$62.7 - $68.88 $18,810 - $20,664
300 Added 46.15%
950 $61,000
Q2 2021

Jul 27, 2021

SELL
$62.7 - $68.88 $18,810 - $20,664
-300 Reduced 31.58%
650 $40,000
Q1 2021

Apr 27, 2021

BUY
$55.99 - $62.23 $16,797 - $18,669
300 Added 46.15%
950 $58,000
Q2 2020

Jul 17, 2020

SELL
$42.25 - $62.18 $5.52 Million - $8.12 Million
-130,650 Reduced 99.5%
650 $37,000
Q2 2020

Jul 17, 2020

BUY
$42.25 - $62.18 $5.52 Million - $8.12 Million
130,650 Added 20100.0%
131,300 $38,000
Q1 2020

May 05, 2020

SELL
$41.18 - $79.88 $3,623 - $7,029
-88 Reduced 11.92%
650 $31,000
Q2 2019

Aug 05, 2019

BUY
$64.56 - $71.02 $41,964 - $46,163
650 Added 738.64%
738 $0
Q1 2019

May 06, 2019

BUY
$60.01 - $71.69 $5,280 - $6,308
88 New
88 $0

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 $32.4B
  • 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
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