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Fragasso Financial Advisors’s Realty Income O Stock Holding History

Fragasso Financial Advisors’s Portfolio O Stock Details O Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,171
Closed -$223K – 279
2024
Q4 		$223K Sell
4,171
-1,714
-29% -$91.5K 0.02% 246
2024
Q3 		$373K Buy
+5,885
New +$373K 0.03% 187