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Harrell Investment Partners’s Realty Income O Stock Holding History

Harrell Investment Partners’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
Q2 		$4.67M Buy
80,991
+9,880
+14% +$569K 1.18% 28
2025
Q1 		$4.13M Buy
71,111
+4,428
+7% +$257K 1.22% 32
2024
Q4 		$3.56M Buy
+66,683
New +$3.56M 1% 37