Coastwise Capital Group’s Realty Income O Stock Holding History

Coastwise Capital Group’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 Q3	$312K	Sell
2025 Q2	$314K	Sell
2025 Q1	$326K	Buy
2024 Q4	$269K	Buy
2024 Q3	$273K	Buy
2024 Q2	$201K	Buy
2024 Q1	$204K	Buy
2023 Q4	–	Sell
2023 Q3	$246K	Buy
2023 Q2	$245K	Buy
2023 Q1	$252K	Buy