Portside Wealth Group’s Realty Income O Stock Holding History

Portside Wealth Group’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	$654K	Sell
2025 Q1	$698K	Buy
2024 Q4	$607K	Buy
2024 Q3	$625K	Sell
2024 Q2	$530K	Sell
2024 Q1	$546K	Buy
2023 Q4	$552K	Sell
2023 Q3	$577K	Buy
2023 Q2	$695K	Buy