Lummis Asset Management’s Realty Income O Stock Holding History

Lummis Asset Management’s Portfolio O Stock Details O Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$301K	Sell
2025 Q1	$366K	Buy
2024 Q4	$275K	Sell
2024 Q3	$346K	Hold
2024 Q2	$288K	Hold
2024 Q1	$295K	Buy