SFMG Wealth Advisors’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	$237K	Buy	4,112 +29	+0.7%	+$1.67K	0.02%	239
2025 Q1	$237K	Buy	+4,083	New	+$237K	0.02%	236
2015 Q1	–	Sell	-23,437	Closed	-$1.08M	–	183
2014 Q4	$1.08M	Buy	+23,437	New	+$1.08M	0.24%	53