PDS Planning’s Realty Income O Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$309K	Buy	5,355 +1,086	+25%	+$62.6K	0.02%	340
2025 Q1	$248K	Buy	+4,269	New	+$248K	0.02%	374
2024 Q4	–	Sell	-3,686	Closed	-$234K	–	465
2024 Q3	$234K	Buy	+3,686	New	+$234K	0.02%	370