Rockbridge Investment Management, Lcc Realty Income Corp Transaction History

Rockbridge Investment Management, Lcc

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	BUY	$46.22 - $58.58 $6,933 - $8,787	150 Added 30.0%	650 $37.3 Million
Q3 2022 May 28, 2024	SELL	$57.95 - $74.75 $41,955 - $54,119	-724 Closed	0 $0
Q2 2022 May 28, 2024	BUY	$62.79 - $74.93 $8,790 - $10,490	140 Added 23.97%	724 $49,000
Q1 2022 May 28, 2024	BUY	$64.67 - $72.25 $37,767 - $42,194	584 New	584 $40,000
Q2 2020 Aug 20, 2020	BUY	$42.25 - $62.18 $21,125 - $31,090	500 New	500 $30,000

1,373

664M

4.15M

2.48M

Ticker O
Exchange NYSE
Sector Real Estate
Industry REIT—Retail
Shares Outstandng 617,577,024
Market Cap $32.5B
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...

Get notified when there are updates to the investment portfolio of Rockbridge Investment Management, Lcc, based on Form 13F filings with the SEC.

Stay updated on Rockbridge Investment Management, Lcc with notifications on news.