KSWWM
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Keyes Stange & Wooten Wealth Management’s Realty Income O Stock Holding History

Keyes Stange & Wooten Wealth Management’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 		$601K Buy
10,428
+109
+1% +$6.28K 0.31% 37
2025
Q1 		$599K Buy
10,319
+5,031
+95% +$292K 0.34% 36
2024
Q4 		$282K Buy
+5,288
New +$282K 0.17% 58