Summit Financial Wealth Advisors’s Realty Income O Stock Holding History

Summit Financial Wealth Advisors’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 Q3	$489K	Hold
2025 Q2	$465K	Hold
2025 Q1	$469K	Hold
2024 Q4	$440K	Buy
2024 Q3	$386K	Sell
2024 Q2	$480K	Buy
2024 Q1	$278K	Buy