Cape Investment Advisory’s Realty Income O Stock Holding History

Cape Investment Advisory’s Portfolio O Stock Details O Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$368K	Sell
2025 Q1	$381K	Buy
2024 Q4	$335K	Sell
2024 Q3	$425K	Buy
2024 Q2	$353K	Buy
2024 Q1	$343K	Buy
2023 Q4	$199K	Buy
2023 Q3	$90K	Buy
2023 Q2	$11.8K	Buy
2023 Q1	$3.23K	Buy