Cascade Financial Partners’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	$932K	Buy	16,169 +2,431	+18%	+$140K	0.11%	116
2025 Q1	$797K	Buy	13,738 +7,898	+135%	+$458K	0.1%	118
2024 Q4	$312K	Buy	5,840 +1,596	+38%	+$85.2K	0.04%	182
2024 Q3	$270K	Hold	4,244	–	–	0.03%	199
2024 Q2	$224K	Buy	+4,244	New	+$224K	0.03%	214