Confluence Wealth Services’s Realty Income O Stock Holding History

Confluence Wealth Services’s Portfolio O Stock Details O Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.56M	Buy
2022 Q3	–	Sell
2022 Q2	$1.8M	Sell
2022 Q1	$1.7M	Sell
2021 Q4	$1.81M	Buy