DFG
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Dupree Financial Group’s Realty Income O Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$6.89M Sell
119,642
-26,331
-18% -$1.52M 2.72% 13
2025
Q1
$8.47M Buy
145,973
+49,671
+52% +$2.88M 3.44% 8
2024
Q4
$5.14M Buy
96,302
+2,453
+3% +$131K 2.35% 15
2024
Q3
$5.95M Buy
93,849
+705
+0.8% +$44.7K 2.38% 15
2024
Q2
$4.92M Buy
93,144
+4,520
+5% +$239K 2.24% 17
2024
Q1
$4.79M Buy
88,624
+923
+1% +$49.9K 2.13% 22
2023
Q4
$5.04M Buy
+87,701
New +$5.04M 2.46% 18