Grimes & Company’s Realty Income O Stock Holding History

Grimes & Company’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 Q3	$268K	Buy
2025 Q2	$248K	Buy
2025 Q1	$242K	Sell
2024 Q4	$316K	Buy
2024 Q3	$370K	Buy
2021 Q2	–	Sell
2021 Q1	$266K	Buy