AssuredPartners Investment Advisors’s Realty Income O Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-7,277	Closed	-$422K	–	304
2025 Q1	$422K	Sell	7,277 -79	-1%	-$4.58K	0.08%	221
2024 Q4	$393K	Buy	+7,356	New	+$393K	0.08%	235