Silver Oak Securities’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
$759K Buy
13,183
+468
+4% +$27K 0.06% 311
2025
Q1
$720K Sell
12,715
-473
-4% -$26.8K 0.07% 299
2024
Q4
$695K Buy
+13,188
New +$695K 0.06% 310