Capital & Planning LLC’s Realty Income O Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-100
Closed -$5.34K 131
2024
Q4
$5.34K Buy
+100
New +$5.34K ﹤0.01% 119