Per Stirling Capital Management’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
$259K Buy
4,495
+23
+0.5% +$1.33K 0.03% 236
2025
Q1
$259K Buy
+4,472
New +$259K 0.04% 230
2023
Q1
Sell
-3,633
Closed -$230K 204
2022
Q4
$230K Buy
+3,633
New +$230K 0.04% 188