Laurel Wealth Advisors (North Carolina)’s Realty Income O Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-100	Closed	-$5.8K	–	513
2025 Q1	$5.8K	Hold	100	–	–	﹤0.01%	523
2024 Q4	$5.34K	Buy	+100	New	+$5.82K	﹤0.01%	548
2024 Q3	–	Sell	-10	Closed	-$529	–	735
2024 Q2	$529	Sell	10 -24	-71%	-$1.28K	﹤0.01%	610
2024 Q1	$1.84K	Buy	34 +24	+240%	+$1.3K	﹤0.01%	553
2023 Q4	$575	Hold	10	–	–	﹤0.01%	533
2023 Q3	$500	Buy	+10	New	+$575	﹤0.01%	543
2021 Q3	–	Sell	-516	Closed	-$33K	–	714
2021 Q2	$33K	Hold	516	–	–	0.01%	317
2021 Q1	$32K	Buy	516 +103	+25%	+$6.1K	0.01%	302
2020 Q4	$25K	Hold	413	–	–	0.01%	321
2020 Q3	$24K	Hold	413	–	–	0.01%	301
2020 Q2	$24K	Hold	413	–	–	0.01%	296
2020 Q1	$20K	Hold	413	–	–	0.01%	293
2019 Q4	$29K	Hold	413	–	–	0.01%	292
2019 Q3	$31K	Hold	413	–	–	0.01%	279
2019 Q2	$28K	Hold	413	–	–	0.01%	290
2019 Q1	$29K	Hold	413	–	–	0.01%	277
2018 Q4	$25K	Buy	+413	New	+$24.7K	0.01%	278