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LMG Wealth Partners’s Realty Income O Stock Holding History

LMG Wealth 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 		$4.54M Buy
78,789
+3,478
+5% +$200K 0.93% 35
2025
Q1 		$4.37M Buy
75,311
+1,066
+1% +$61.8K 0.97% 38
2024
Q4 		$3.97M Buy
+74,245
New +$3.97M 0.86% 40