LAM
Lummis Asset Management’s Realty Income O Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301K | Sell |
5,228
-1,081
| -17% | -$62.2K | 0.2% | 53 |
|
|
2025
Q1 | $366K | Buy |
6,309
+1,155
| +22% | +$67K | 0.25% | 48 |
|
|
2024
Q4 | $275K | Sell |
5,154
-303
| -6% | -$16.2K | 0.35% | 38 |
|
|
2024
Q3 | $346K | Hold |
5,457
| – | – | 0.4% | 37 |
|
|
2024
Q2 | $288K | Hold |
5,457
| – | – | 0.38% | 38 |
|
|
2024
Q1 | $295K | Buy |
+5,457
| New | +$295K | 0.4% | 37 |
|