Summit Trail Advisors’s Realty Income O Stock Holding History

Summit Trail Advisors’s Portfolio O Stock Details O Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.91M	Buy
2025 Q2	$437K	Buy
2024 Q4	–	Sell
2024 Q3	$438K	Buy
2024 Q2	$316K	Buy
2024 Q1	$225K	Sell
2023 Q4	$264K	Buy
2018 Q1	–	Sell
2017 Q4	$173K	Buy