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Sage Investment Counsel’s Realty Income O Stock Holding History

Sage Investment Counsel’s Portfolio O Stock Details O Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$958K Sell
16,637
-50
-0.3% -$2.88K 1.11% 28
2025
Q1 		$968K Sell
16,687
-84
-0.5% -$4.87K 1.23% 22
2024
Q4 		$896K Buy
+16,771
New +$896K 1.17% 21