SFWA
Summit Financial Wealth Advisors’s Realty Income O Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $469K | Hold |
8,080
| – | – | 0.09% | 94 |
|
|
2024
Q4 | $440K | Buy |
8,080
+2,000
| +33% | +$109K | 0.09% | 98 |
|
|
2024
Q3 | $386K | Sell |
6,080
-3,000
| -33% | -$190K | 0.07% | 101 |
|
|
2024
Q2 | $480K | Buy |
9,080
+3,941
| +77% | +$208K | 0.1% | 79 |
|
|
2024
Q1 | $278K | Buy |
+5,139
| New | +$278K | 0.06% | 111 |
|